PIPE vs JEPQ

APIPE

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.0%PIPE and JEPQ

PIPE

JEPQ

Invesco SteelPath MLP & Energy Infrastructure ETF · $65MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

[…]3 years · per year[…] · $17,406+20.3%

[…]5 years · per year[…]

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

4.17%12-mo yield$417 · $1,217 on $10k12.17%

−10.3%Worst dropSmaller wins−8.8%

17.3%VolatilityLower wins15.5%

0–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPIPE · JEPQ

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

Held in common0.0%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	APIPE	Invesco SteelPath MLP & Energy Infrastructure ETFRead Desk	0.75%	4.17%	−3.4%	+19.5%	+27.1%	new	new	−10.3%	$65M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	APIPE	Invesco SteelPath MLP & Energy Infrastructure ETFRead Desk	0.75%	4.17%	−3.4%	+19.5%	+27.1%	new	new	−10.3%	$65M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

Cards for this view

PIPE vs JEPQ

PIPE

Invesco SteelPath MLP & Energy Infrastructure

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePIPEJEPQ

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield4.17%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−10.3%−8.8%

Volatility · 1Y17.3%15.5%

4–0measures won
JEPQ first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: PIPE, JEPQ, SMH

Today

24.9%most shared, JEPQ and SMH

PIPEJEPQSMH

PIPE—0.0%0.0%

JEPQ0.0%—24.9%

SMH0.0%24.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PIPE$417 − $75 = $342

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee