ROBO vs JEPQ

AROBO

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · ROBO $10,359

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

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

Held in common4.3%ROBO and JEPQ

ROBO

JEPQ

ROBO Global Robotics and Automation Index ETF · $1.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+15.2%3 years · per year$15,289 · $16,202+17.4%

+0.7%5 years · per year$10,359 · […][…]

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

0.42%12-mo yield$42 · $1,279 on $10k12.79%

−23.8%Worst dropSmaller wins−11.5%

28.6%VolatilityLower wins16.7%

0–5JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROBO · JEPQ

1.2%TSLA2.2%

1.1%NVDA6.6%

2.5%ISRG0.8%

1.3%QCOM0.5%

Held in common4.3%

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	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
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	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
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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 JEPQ

ROBO

ROBO Global Robotics and Automation Index

$10,359

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureROBOJEPQ

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield0.42%12.79%

5 years, per year+0.7%[…]

3 years, per year+15.2%+17.4%

Worst drop · 1Y−23.8%−11.5%

Volatility · 1Y28.6%16.7%

5–0measures won
JEPQ first

4.3%

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, JEPQ, SMH

Today

23.2%most shared, JEPQ and SMH

ROBOJEPQSMH

ROBO—4.3%5.8%

JEPQ4.3%—23.2%

SMH5.8%23.2%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SMH$24 − $35 = −$11

ROBO$42 − $95 = −$53

KeptFee

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