JEPQ vs SMH

AJEPQ

BSMH

Measures won3–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common23.2%JEPQ and SMH

JEPQ

SMH

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BVanEck Semiconductor ETF · $57.7B

+17.4%3 years · per year$16,202 · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

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

12.79%12-mo yield$1,279 · $24 on $10k0.24%

−11.5%Worst dropSmaller wins−33.1%

16.7%VolatilityLower wins42.9%

3–1JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · SMH

6.6%NVDA21.0%

3.4%MU4.1%

2.9%AMD5.0%

1.8%AVGO5.9%

Held in common23.2%

End-of-day Nov 6, 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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs SMH

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SMH

VanEck Semiconductor

$34,950

MeasureJEPQSMH

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield12.79%0.24%

5 years, per year[…]+28.4%

3 years, per year+17.4%+48.9%

Worst drop · 1Y−11.5%−33.1%

Volatility · 1Y16.7%42.9%

3–1measures won
JEPQ first

23.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

Overlap: JEPQ, SMH, SCHD

Today

23.2%most shared, JEPQ and SMH

JEPQSMHSCHD

JEPQ—23.2%3.8%

SMH23.2%—7.9%

SCHD3.8%7.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee