TCAI vs JEPI

ATCAI

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · JEPI $14,108

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 common3.8%TCAI and JEPI

TCAI

JEPI

Tortoise AI Infrastructure ETF · $193MJPMorgan Equity Premium Income ETF · $46.1B

[…]3 years · per year[…] · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

0.05%12-mo yield$5 · $809 on $10k8.09%

−46.4%Worst dropSmaller wins−6.7%

49.3%VolatilityLower wins8.8%

0–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTCAI · JEPI

2.7%ETR1.0%

6.3%VRT0.9%

4.8%MU0.8%

2.3%APH0.5%

Held in common3.8%

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$193M

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.05%	−11.8%	+5.2%	−5.1%	new	new	−46.4%	$193M

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

TCAI vs JEPI

TCAI

Tortoise AI Infrastructure

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureTCAIJEPI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.05%8.09%

5 years, per year[…]+7.1%

3 years, per year[…]+11.0%

Worst drop · 1Y−46.4%−6.7%

Volatility · 1Y49.3%8.8%

4–0measures won
JEPI first

3.8%

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: TCAI, JEPI, SMH

Today

7.3%most shared, JEPI and SMH

TCAIJEPISMH

TCAI—3.8%4.4%

JEPI3.8%—7.3%

SMH4.4%7.3%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SMH$25 − $35 = −$10

TCAI$5 − $65 = −$60

KeptFee

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