TMAT vs JEPI

ATMAT

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · JEPI $14,448

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common4.2%TMAT and JEPI

TMAT

JEPI

Main Thematic Innovation ETF · $218MJPMorgan Equity Premium Income ETF · $45.2B

+25.2%3 years · per year$19,632 · $13,679+11.0%

+1.8%5 years · per year$10,938 · $14,448+7.6%

0.79%Expense ratio$79 · $35 on $10k · lower wins0.35%

0.02%12-mo yield$2 · $793 on $10k7.93%

−23.4%Worst dropSmaller wins−6.7%

30.9%VolatilityLower wins9.0%

1–5JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTMAT · JEPI

1.1%VRT0.8%

2.2%AMD0.8%

4.0%MU0.8%

0.4%ISRG0.7%

Held in common4.2%

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 Three

5Y3 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

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

TMAT vs JEPI

TMAT

Main Thematic Innovation

$10,938

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureTMATJEPI

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield0.02%7.93%

5 years, per year+1.8%+7.6%

3 years, per year+25.2%+11.0%

Worst drop · 1Y−23.4%−6.7%

Volatility · 1Y30.9%9.0%

5–1measures won
JEPI first

4.2%

holdings shared

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

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: TMAT, JEPI, SMH

Today

10.1%most shared, TMAT and SMH

TMATJEPISMH

TMAT—4.2%10.1%

JEPI4.2%—7.4%

SMH10.1%7.4%—

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SMH$23 − $35 = −$12

TMAT$2 − $79 = −$77

KeptFee

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