Compare · 3 funds side by side · dividends reinvested

AESR, JEPQ and JEPI

AESRHorizon Funds×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

AESR, JEPQ 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%$243M1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

AESR

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

AESRMeasureJEPQ

+12.0%Year to dateJan 1 → Nov 3+7.5%

+10.7%1 yearTotal return+8.6%

+26.3%3 years · per year$10,000 became $20,127 · $17,450+20.4%

+11.7%5 years · per year$10,000 became $17,413 · […][…]

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

20.56%Trailing 12-mo yield$2,056 · $1,228 a year on $10k12.28%

−9.8%Worst dropSmaller is better−8.8%

19.8%VolatilityLower is calmer15.5%

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

4–3AESR 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 JEPQ: Top 5 Holdings

Today

AESR

59.3%in top 5

JEPQ

in top 527.5%

AESRStockJEPQ

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 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common0.9%

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

AESR vs JEPQ Returns, Every Period

Horizon FundsAESR

+10.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

AESRJEPQFaded: behind in that period

3–0AESR wins

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

Stocks vs Income: AESR vs JEPQ

YTD

Horizon FundsAESR

+12.0%

JEPQJ.P. Morgan

+7.5%

+12.0%Year to date+7.5%

−9.8%Worst drop · 1Y−8.8%

19.8%Volatility · 1Y15.5%

20.6%Yield12.3%

$243MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: AESR, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

AESR0.97%$97

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

Yields: AESR, JEPQ, JEPI

20.56%highest, AESR

FundTrailing yieldYield$10k

AESR20.56%$2,056

JEPQ12.28%$1,228

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

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

KeptFee

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

Overlap: AESR, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

AESRJEPQJEPI

AESR—0.9%1.0%

JEPQ0.9%—26.6%

JEPI1.0%26.6%—

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

Return vs Bumpiness: 3 ETFs

+10.7%AESR, at 19.8% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% 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

AESRJEPQ

+12.0%Year to date+7.5%

20.6%Yield12.3%

+10.7%Past year+8.6%

0.97%Fee0.35%

3–1AESR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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