HTEC vs JEPI

AHTEC

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · JEPI $14,108

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common5.0%HTEC and JEPI

HTEC

JEPI

ROBO Global Healthcare Technology and Innovation ETF · $113MJPMorgan Equity Premium Income ETF · $46.1B

+29.2%3 years · per year$21,591 · $13,674+11.0%

+0.7%5 years · per year$10,334 · $14,108+7.1%

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

0.74%12-mo yield$74 · $809 on $10k8.09%

−16.3%Worst dropSmaller wins−6.7%

22.8%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHTEC · JEPI

1.9%REGN1.1%

1.8%VRTX0.9%

2.4%ISRG0.7%

2.0%SYK0.7%

Held in common5.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.74%	+3.0%	+33.3%	+42.3%	+29.2%	+0.7%	−16.3%	$113M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	AHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.74%	+3.0%	+33.3%	+42.3%	+29.2%	+0.7%	−16.3%	$113M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HTEC vs JEPI

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureHTECJEPI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.74%8.09%

5 years, per year+0.7%+7.1%

3 years, per year+29.2%+11.0%

Worst drop · 1Y−16.3%−6.7%

Volatility · 1Y22.8%8.8%

5–1measures won
JEPI first

5.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: HTEC, JEPI, SMH

Today

7.3%most shared, JEPI and SMH

HTECJEPISMH

HTEC—5.0%0.0%

JEPI5.0%—7.3%

SMH0.0%7.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

HTEC$74 − $80 = −$6

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee