MLPX vs JEPI

AMLPX

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · MLPX $23,234

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 common0.0%MLPX and JEPI

MLPX

JEPI

Global X - MLP & Energy Infrastructure ETF · $3.4BJPMorgan Equity Premium Income ETF · $45.2B

+22.3%3 years · per year$18,287 · $13,679+11.0%

+18.4%5 years · per year$23,234 · $14,448+7.6%

0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%

3.34%12-mo yield$334 · $793 on $10k7.93%

−10.0%Worst dropSmaller wins−6.7%

18.0%VolatilityLower wins9.0%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMLPX · JEPI

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

Held in common0.0%

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	AMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk	0.45%	3.34%	+1.2%	+19.3%	+24.6%	+22.3%	+18.4%	−10.0%	$3.4B
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	AMLPX	Global X - MLP & Energy Infrastructure ETFRead Desk	0.45%	3.34%	+1.2%	+19.3%	+24.6%	+22.3%	+18.4%	−10.0%	$3.4B
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

MLPX vs JEPI

MLPX

Global X - MLP & Energy Infrastructure

$23,234

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureMLPXJEPI

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield3.34%7.93%

5 years, per year+18.4%+7.6%

3 years, per year+22.3%+11.0%

Worst drop · 1Y−10.0%−6.7%

Volatility · 1Y18.0%9.0%

4–2measures won
JEPI first

0.0%

holdings shared

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: MLPX, JEPI, SMH

Today

7.4%most shared, JEPI and SMH

MLPXJEPISMH

MLPX—0.0%0.0%

JEPI0.0%—7.4%

SMH0.0%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

MLPX$334 − $45 = $289

SMH$23 − $35 = −$12

KeptFee

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