Compare · 3 funds side by side · dividends reinvested

ASHR, DEM and JEPI

ASHRXtrackers×DEMWisdomTree×JEPIJ.P. Morgan×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,055DEM · best of the three

Story of the three · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the three · RiskSmallest drop

ASHR, DEM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Emerging Markets High Dividend FundIncome · Dividend stocks0.63%3.38%+17.3%+17.0%+16.7%+9.9%−7.9%15.3%$4.0B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.5

Xtrackers Harvest CSI 300 China A-Shares ETFThematic · China0.65%2.46%−6.4%−5.9%+8.7%−2.8%−19.5%18.3%$1.3B3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: ASHR 2013 · DEM 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Xtrackers Harvest CSI 300 China A-Shares ETF · $1.3B$8,573

ASHR

DEM

WisdomTree Emerging Markets High Dividend Fund · $4.0B$16,055

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

ASHR

More Ways to See the Pairs

ASHR vs DEM: Top 5 Holdings

Today

ASHR

13.9%in top 5

DEM

in top 513.6%

ASHRStockDEM

not top 50939.HK4.2%

3.9%600519.Snot top 5

2.9%300750.Snot top 5

2.5%601318.Snot top 5

not top 51398.HK

Cost, Income and Risk

Fees: ASHR, DEM, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

DEM0.63%$63

ASHR0.65%$65

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: ASHR, DEM, JEPI

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

DEM

−6.4%Year to dateJan 1 → Nov 12+17.3%

−5.9%1 yearTotal return+17.0%

+8.7%3 years · per year$10,000 became $12,854 · $15,886+16.7%

−2.8%5 years · per year$10,000 became $8,697 · $16,030+9.9%

0.65%Expense ratio$65 · $63 a year on $10k · lower is better0.63%

2.46%Trailing 12-mo yield$246 · $338 a year on $10k3.38%

−19.5%Worst dropSmaller is better−7.9%

18.3%VolatilityLower is calmer15.3%

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

0–8DEM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.5%

not top 52454.TW2.4%

2.3%600036.Snot top 5

2.3%300308.Snot top 5

not top 5GFNORTEO2.3%

not top 5000333.S2.2%

Held in common4.5%

End-of-day Nov 12, 2026 · share of each fund

ASHR vs DEM Returns, Every Period

5Y

XtrackersASHR

−2.8%

5 years, per year

DEMWisdomTree

+9.9%

5 years, per year

ASHRDEMFaded: behind in that period

0–4DEM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ASHR vs JEPI

YTD

XtrackersASHR

−6.4%

JEPIJ.P. Morgan

+8.6%

−6.4%Year to date+8.6%

−19.5%Worst drop · 1Y−6.7%

18.3%Volatility · 1Y9.0%

2.5%Yield7.8%

$1.3BAssets$46.8B

4–0JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

DEM3.38%$338

ASHR2.46%$246

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

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

DEM$338 − $63 = $275

ASHR$246 − $65 = $181

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ASHR, DEM, JEPI

Today

4.5%most shared, ASHR and DEM

ASHRDEMJEPI

ASHR—4.5%0.0%

DEM4.5%—0.0%

JEPI0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.0%DEM, at 15.3% volatility

JEPIWorst drop−6.7%9.0% vol

DEMWorst drop−7.9%15.3% vol

ASHRWorst drop−19.5%18.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDEM

+8.6%Year to date+17.3%

7.8%Yield3.4%

+11.2%Past year+17.0%

0.35%Fee0.63%

2–2level

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

ASHR, DEM and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three