Compare · 2 funds side by side · dividends reinvested

AESR and JEPI

AESRHorizon Funds×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,413AESR · best of the two

02 / 04

AESR and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Anfield U.S. Equity Sector Rotation ETFUS Stock Styles · Large cap0.97%20.56%+12.0%+10.7%+26.3%+11.7%−9.8%19.8%$243M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: AESR 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Anfield U.S. Equity Sector Rotation ETF · $243M$17,413

AESR

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

AESRMeasureJEPI

+12.0%Year to dateJan 1 → Nov 3+7.0%

+10.7%1 yearTotal return+9.8%

+26.3%3 years · per year$10,000 became $20,127 · $14,201+12.4%

+11.7%5 years · per year$10,000 became $17,413 · $14,322+7.4%

0.97%Expense ratio$97 · $35 a year on $10k · lower is better0.35%

20.56%Trailing 12-mo yield$2,056 · $796 a year on $10k7.96%

−9.8%Worst dropSmaller is better−6.7%

19.8%VolatilityLower is calmer7.9%

AESRJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3AESR wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AESR vs JEPI: Top 5 Holdings

Today

AESR

59.3%in top 5

JEPI

in top 59.5%

AESRStockJEPI

15.5%SPYnot top 5

12.2%ARKWnot top 5

11.3%IGVnot top 5

11.0%SOXXnot top 5

9.4%XLCnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common1.0%

End-of-day Nov 3, 2026 · share of each fund

AESR vs JEPI Returns, Every Period

Horizon FundsAESR

+11.7%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

AESRJEPIFaded: behind in that period

4–0AESR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AESR vs JEPI

YTD

Horizon FundsAESR

+12.0%

JEPIJ.P. Morgan

+7.0%

+12.0%Year to date+7.0%

−9.8%Worst drop · 1Y−6.7%

19.8%Volatility · 1Y7.9%

20.6%Yield8.0%

$243MAssets$46.0B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AESR, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

AESR0.97%$97

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AESR, JEPI

20.56%highest, AESR

FundTrailing yieldYield$10k

AESR20.56%$2,056

JEPI7.96%$796

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,959most kept, AESR

AESR$2,056 − $97 = $1,959

JEPI$796 − $35 = $761

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AESR, JEPI

Today

1.0%most shared, AESR and JEPI

AESRJEPI

AESR—1.0%

JEPI1.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.7%AESR, at 19.8% volatility

JEPIWorst drop−6.7%7.9% vol

AESRWorst drop−9.8%19.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

AESRJEPI

+12.0%Year to date+7.0%

20.6%Yield8.0%

+10.7%Past year+9.8%

0.97%Fee0.35%

3–1AESR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026