MLPB vs JEPQ

AMLPB

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · MLPB $23,333

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common[…]MLPB and JEPQ

MLPB

JEPQ

ETRACS Alerian MLP Infrastructure Index ETN Series B · $210MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+16.0%3 years · per year$15,595 · $16,495+18.2%

+18.5%5 years · per year$23,333 · […][…]

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

6.33%12-mo yield$633 · $1,239 on $10k12.39%

−12.5%Worst dropSmaller wins−11.5%

15.1%VolatilityLower wins16.9%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLPB · JEPQ

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%	6.33%	+0.5%	+16.2%	+19.2%	+16.0%	+18.5%	−12.5%	$210M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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%	6.33%	+0.5%	+16.2%	+19.2%	+16.0%	+18.5%	−12.5%	$210M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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 JEPQ

MLPB

ETRACS Alerian MLP Infrastructure Index ETN Series B

$23,333

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureMLPBJEPQ

Fee0.85%0.35%

Cost on $10k a year$85$35

Yield6.33%12.39%

5 years, per year+18.5%[…]

3 years, per year+16.0%+18.2%

Worst drop · 1Y−12.5%−11.5%

Volatility · 1Y15.1%16.9%

4–1measures won
JEPQ 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

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: MLPB, JEPQ, SMH

Today

23.2%most shared, JEPQ and SMH

MLPBJEPQSMH

MLPB—[…][…]

JEPQ[…]—23.2%

SMH[…]23.2%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

MLPB$633 − $85 = $548

SMH$23 − $35 = −$12

KeptFee

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