WISE vs JEPI

AWISE

BJEPI

Measures won0–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · JEPI $14,448

Lowest cost0.35%WISE · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common8.6%WISE and JEPI

WISE

JEPI

Themes Generative Artificial Intelligence ETF · $20MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,679+11.0%

[…]5 years · per year[…] · $14,448+7.6%

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

5.47%12-mo yield$547 · $793 on $10k7.93%

−39.2%Worst dropSmaller wins−6.7%

36.2%VolatilityLower wins9.0%

0–3JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWISE · JEPI

3.0%AMZN1.9%

4.5%GOOGL1.7%

5.4%NVDA1.7%

3.6%AVGO1.6%

Held in common8.6%

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	AWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.47%	+4.2%	−24.6%	−29.5%	new	new	−39.2%	$20M

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	AWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.47%	+4.2%	−24.6%	−29.5%	new	new	−39.2%	$20M

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

WISE vs JEPI

WISE

Themes Generative Artificial Intelligence

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureWISEJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield5.47%7.93%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y−39.2%−6.7%

Volatility · 1Y36.2%9.0%

3–0measures won
JEPI first

8.6%

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

$39.1BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: WISE, JEPI, SMH

Today

14.1%most shared, WISE and SMH

WISEJEPISMH

WISE—8.6%14.1%

JEPI8.6%—7.4%

SMH14.1%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

WISE$547 − $35 = $512

SMH$23 − $35 = −$12

KeptFee

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