MLPB vs JEPI

AMLPB

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · MLPB $23,460

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common[…]MLPB and JEPI

MLPB

JEPI

ETRACS Alerian MLP Infrastructure Index ETN Series B · $210MJPMorgan Equity Premium Income ETF · $45.2B

+16.2%3 years · per year$15,680 · $13,679+11.0%

+18.6%5 years · per year$23,460 · $14,448+7.6%

0.85%Expense ratio$85 · $35 on $10k · lower wins0.35%

6.29%12-mo yield$629 · $793 on $10k7.93%

−12.5%Worst dropSmaller wins−6.7%

15.2%VolatilityLower wins9.0%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLPB · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AMLPB	ETRACS Alerian MLP Infrastructure Index ETN Series BRead Desk	0.85%	6.29%	+1.1%	+16.9%	+19.9%	+16.2%	+18.6%	−12.5%	$210M
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AMLPB	ETRACS Alerian MLP Infrastructure Index ETN Series BRead Desk	0.85%	6.29%	+1.1%	+16.9%	+19.9%	+16.2%	+18.6%	−12.5%	$210M
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MLPB vs JEPI

MLPB

ETRACS Alerian MLP Infrastructure Index ETN Series B

$23,460

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureMLPBJEPI

Fee0.85%0.35%

Cost on $10k a year$85$35

Yield6.29%7.93%

5 years, per year+18.6%+7.6%

3 years, per year+16.2%+11.0%

Worst drop · 1Y−12.5%−6.7%

Volatility · 1Y15.2%9.0%

4–2measures won
JEPI first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: MLPB, JEPI, SMH

Today

7.4%most shared, JEPI and SMH

MLPBJEPISMH

MLPB—[…][…]

JEPI[…]—7.4%

SMH[…]7.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

MLPB$629 − $85 = $544

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee