PSWD vs JEPQ · Compare Desk

AJEPQ

BSMH

Measures won3–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common25.3%JEPQ and SMH

JEPQ vs SMH

JEPQ

SMH

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BVanEck Semiconductor ETF · $65.8B

+20.4%3 years · per year$17,450 · $38,001+56.1%

[…]5 years · per year[…] · $39,579+31.7%

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

12.28%12-mo yield$1,228 · $21 on $10k0.21%

−8.8%Worst dropSmaller wins−24.6%

15.5%VolatilityLower wins41.1%

3–1JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · SMH

6.9%NVDA20.5%

4.1%MU4.6%

3.2%AMD5.1%

1.9%AVGO5.7%

Held in common25.3%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 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

$39,579

MeasureJEPQSMH

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield12.28%0.21%

5 years, per year[…]+31.7%

3 years, per year+20.4%+56.1%

Worst drop · 1Y−8.8%−24.6%

Volatility · 1Y15.5%41.1%

3–1measures won
JEPQ first

25.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: JEPQ, SMH

Today

25.3%most shared, JEPQ and SMH

JEPQSMH

JEPQ—25.3%

SMH25.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee