TCAI vs JEPQ

ATCAI

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common5.3%TCAI and JEPQ

TCAI

JEPQ

Tortoise AI Infrastructure ETF · $177MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

[…]3 years · per year[…] · $16,495+18.2%

[…]5 years · per year[…]

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

0.04%12-mo yield$4 · $1,239 on $10k12.39%

−46.4%Worst dropSmaller wins−11.5%

50.0%VolatilityLower wins16.9%

0–4JEPQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTCAI · JEPQ

4.5%MU3.5%

2.9%STX1.0%

5.6%SNDK0.4%

2.8%WDC0.2%

Held in common5.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ATCAI	Tortoise AI Infrastructure ETFRead Desk	0.65%	0.04%	+7.6%	+19.6%	+9.8%	new	new	−46.4%	$177M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAI vs JEPQ

TCAI

Tortoise AI Infrastructure

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureTCAIJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.04%12.39%

5 years, per year[…][…]

3 years, per year[…]+18.2%

Worst drop · 1Y−46.4%−11.5%

Volatility · 1Y50.0%16.9%

4–0measures won
JEPQ first

5.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

Overlap: TCAI, JEPQ, SMH, SCHD

Today

23.9%most shared, JEPQ and SMH

TCAIJEPQSMHSCHD

TCAI—5.3%4.2%0.0%

JEPQ5.3%—23.9%3.8%

SMH4.2%23.9%—8.2%

SCHD0.0%3.8%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

TCAI$4 − $65 = −$61

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee