WISE vs JEPQ

AWISE

BJEPQ

Measures won0–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH

Lowest cost0.35%WISE · $35 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common14.6%WISE and JEPQ

WISE

JEPQ

Themes Generative Artificial Intelligence ETF · $20MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

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

[…]5 years · per year[…]

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

5.47%12-mo yield$547 · $1,239 on $10k12.39%

−39.2%Worst dropSmaller wins−11.5%

36.2%VolatilityLower wins16.9%

0–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWISE · JEPQ

5.4%NVDA6.7%

5.1%AMD3.2%

3.0%AMZN4.3%

3.6%AVGO1.8%

Held in common14.6%

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	AWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.47%	+4.2%	−24.6%	−29.5%	new	new	−39.2%	$20M
3	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 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	AWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.47%	+4.2%	−24.6%	−29.5%	new	new	−39.2%	$20M
3	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

WISE vs JEPQ

WISE

Themes Generative Artificial Intelligence

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureWISEJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield5.47%12.39%

5 years, per year[…][…]

3 years, per year[…]+18.2%

Worst drop · 1Y−39.2%−11.5%

Volatility · 1Y36.2%16.9%

3–0measures won
JEPQ first

14.6%

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, JEPQ, SMH

Today

23.9%most shared, JEPQ and SMH

WISEJEPQSMH

WISE—14.6%14.1%

JEPQ14.6%—23.9%

SMH14.1%23.9%—

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

WISE$547 − $35 = $512

SMH$23 − $35 = −$12

KeptFee

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