UX vs JEPQ

AUX

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH

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 common0.0%UX and JEPQ

JEPQ

Roundhill Investments - Uranium ETF · $4MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

[…]3 years · per year[…] · $16,202+17.4%

[…]5 years · per year[…]

0.77%Expense ratio$77 · $35 on $10k · lower wins0.35%

1.62%12-mo yield$162 · $1,279 on $10k12.79%

−26.6%Worst dropSmaller wins−11.5%

32.1%VolatilityLower wins16.7%

0–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUX · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$60.7B
2	AUX	Roundhill Investments - Uranium ETFRead Desk	0.77%	1.62%	−0.3%	−8.6%	−4.3%	new	new	−26.6%	$4M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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%	$60.7B
2	AUX	Roundhill Investments - Uranium ETFRead Desk	0.77%	1.62%	−0.3%	−8.6%	−4.3%	new	new	−26.6%	$4M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

UX vs JEPQ

Roundhill Investments - Uranium

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureUXJEPQ

Fee0.77%0.35%

Cost on $10k a year$77$35

Yield1.62%12.79%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y−26.6%−11.5%

Volatility · 1Y32.1%16.7%

4–0measures won
JEPQ first

0.0%

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%

$40.7BAssets$45.2B

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

$39.1BAssets$60.7B

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: UX, JEPQ, SMH

Today

23.2%most shared, JEPQ and SMH

UXJEPQSMH

UX—0.0%0.0%

JEPQ0.0%—23.2%

SMH0.0%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

UX$162 − $77 = $85

SMH$24 − $35 = −$11

KeptFee

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