ROBO vs JEPI

AROBO

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common4.0%ROBO and JEPI

ROBO

JEPI

ROBO Global Robotics and Automation Index ETF · $1.9BJPMorgan Equity Premium Income ETF · $46.8B

+15.2%3 years · per year$15,289 · $13,562+10.7%

+0.7%5 years · per year$10,359 · $14,118+7.1%

0.95%Expense ratio$95 · $35 on $10k · lower wins0.35%

0.42%12-mo yield$42 · $809 on $10k8.09%

−23.8%Worst dropSmaller wins−6.7%

28.6%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROBO · JEPI

1.1%NVDA1.6%

1.7%EMR0.8%

2.5%ISRG0.7%

1.4%DE0.5%

Held in common4.0%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk	0.95%	0.42%	+1.8%	+1.1%	+2.0%	+15.2%	+0.7%	−23.8%	$1.9B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk	0.95%	0.42%	+1.8%	+1.1%	+2.0%	+15.2%	+0.7%	−23.8%	$1.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROBO vs JEPI

ROBO

ROBO Global Robotics and Automation Index

$10,359

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureROBOJEPI

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield0.42%8.09%

5 years, per year+0.7%+7.1%

3 years, per year+15.2%+10.7%

Worst drop · 1Y−23.8%−6.7%

Volatility · 1Y28.6%8.8%

5–1measures won
JEPI first

4.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: ROBO, JEPI, SMH

Today

6.6%most shared, JEPI and SMH

ROBOJEPISMH

ROBO—4.0%5.8%

JEPI4.0%—6.6%

SMH5.8%6.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SMH$24 − $35 = −$11

ROBO$42 − $95 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee