SOXX vs JEPQ

ASOXX

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX

Lowest cost0.33%SOXX · $33 on $10k

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

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

Held in common24.8%SOXX and JEPQ

SOXX

JEPQ

iShares Semiconductor ETF · $44.3BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+47.3%3 years · per year$31,937 · $17,450+20.4%

+25.5%5 years · per year$31,133 · […][…]

0.33%Expense ratio$33 · $35 on $10k · lower wins0.35%

0.27%12-mo yield$27 · $1,228 on $10k12.28%

−30.7%Worst dropSmaller wins−8.8%

47.7%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXX · JEPQ

8.0%NVDA6.9%

7.9%MU4.1%

9.2%AMD3.2%

7.6%AVGO1.9%

Held in common24.8%

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	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BJEPQ	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	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BJEPQ	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

SOXX vs JEPQ

SOXX

iShares Semiconductor

$31,133

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSOXXJEPQ

Fee0.33%0.35%

Cost on $10k a year$33$35

Yield0.27%12.28%

5 years, per year+25.5%[…]

3 years, per year+47.3%+20.4%

Worst drop · 1Y−30.7%−8.8%

Volatility · 1Y47.7%15.5%

3–2measures won
JEPQ first

24.8%

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: SOXX, JEPQ

Today

24.8%most shared, SOXX and JEPQ

SOXXJEPQ

SOXX—24.8%

JEPQ24.8%—

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

SOXX$27 − $33 = −$6

KeptFee

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