IGPT vs JEPQ

AIGPT

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · IGPT $17,665

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common22.9%IGPT and JEPQ

IGPT

JEPQ

Invesco AI and Next Gen Software ETF · $1.2BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+39.0%3 years · per year$26,865 · $17,450+20.4%

+12.1%5 years · per year$17,665 · […][…]

0.57%Expense ratio$57 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $1,228 on $10k12.28%

−24.9%Worst dropSmaller wins−8.8%

40.0%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGPT · JEPQ

8.6%NVDA6.9%

8.0%MU4.1%

8.7%AMD3.2%

8.8%META2.6%

Held in common22.9%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	+1.7%	+38.8%	+36.1%	+39.0%	+12.1%	−24.9%	$1.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	+1.7%	+38.8%	+36.1%	+39.0%	+12.1%	−24.9%	$1.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

IGPT vs JEPQ

IGPT

Invesco AI and Next Gen Software

$17,665

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIGPTJEPQ

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield0.00%12.28%

5 years, per year+12.1%[…]

3 years, per year+39.0%+20.4%

Worst drop · 1Y−24.9%−8.8%

Volatility · 1Y40.0%15.5%

4–1measures won
JEPQ first

22.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: IGPT, JEPQ, SMH

Today

30.9%most shared, IGPT and SMH

IGPTJEPQSMH

IGPT—22.9%30.9%

JEPQ22.9%—25.3%

SMH30.9%25.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

SMH$21 − $35 = −$14

IGPT$0 − $57 = −$57

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee