JEPI vs SMH

AJEPI

BSMH

Measures won3–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · JEPI $14,635

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common7.6%JEPI and SMH

JEPI

SMH

JPMorgan Equity Premium Income ETF · $46.1BVanEck Semiconductor ETF · $65.4B

+12.6%3 years · per year$14,269 · $37,049+54.7%

+7.9%5 years · per year$14,635 · $38,820+31.2%

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

7.83%12-mo yield$783 · $22 on $10k0.22%

−6.7%Worst dropSmaller wins−24.6%

8.1%VolatilityLower wins41.2%

3–2JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · SMH

1.7%NVDA20.6%

1.7%AVGO5.8%

1.2%LRCX3.7%

0.9%MU4.6%

Held in common7.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs SMH

JEPI

JPMorgan Equity Premium Income

$14,635

SMH

VanEck Semiconductor

$38,820

MeasureJEPISMH

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield7.83%0.22%

5 years, per year+7.9%+31.2%

3 years, per year+12.6%+54.7%

Worst drop · 1Y−6.7%−24.6%

Volatility · 1Y8.1%41.2%

3–2measures won
JEPI first

7.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: JEPI, SMH

Today

7.6%most shared, JEPI and SMH

JEPISMH

JEPI—7.6%

SMH7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee