Compare · 4 funds side by side · dividends reinvested

ASHR, JEPI, SMH and SCHD

ASHRXtrackers×JEPIJ.P. Morgan×SMHVanEck×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,624SMH · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

ASHR, JEPI, SMH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$63.5B2.3

Xtrackers Harvest CSI 300 China A-Shares ETFThematic · China0.65%2.48%−7.0%−6.0%+8.8%−2.9%−19.5%18.3%$1.3B3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: ASHR 2013 · JEPI 2020 · SMH 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Xtrackers Harvest CSI 300 China A-Shares ETF · $1.3B$8,643

ASHR

More Ways to See the Pairs

ASHR vs JEPI: Top 5 Holdings

Today

ASHR

13.8%in top 5

JEPI

in top 59.8%

ASHRStockJEPI

3.9%600519.Snot top 5

2.9%300750.Snot top 5

2.5%601318.Snot top 5

2.3%600036.Snot top 5

2.2%300308.S

Cost, Income and Risk

Fees: ASHR, JEPI, SMH, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

SMH0.35%$35

ASHR0.65%$65

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ASHRMeasureJEPI

−7.0%Year to dateJan 1 → Nov 10+7.6%

−6.0%1 yearTotal return+10.6%

+8.8%3 years · per year$10,000 became $12,862 · $13,634+10.9%

−2.9%5 years · per year$10,000 became $8,643 · $14,429+7.6%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

2.48%Trailing 12-mo yield$248 · $792 a year on $10k7.92%

−19.5%Worst dropSmaller is better−6.7%

18.3%VolatilityLower is calmer9.0%

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

0–8JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

ASHR vs JEPI Returns, Every Period

5Y

XtrackersASHR

−2.9%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

ASHRJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ASHR vs JEPI

YTD

XtrackersASHR

−7.0%

JEPIJ.P. Morgan

+7.6%

−7.0%Year to date+7.6%

−19.5%Worst drop · 1Y−6.7%

18.3%Volatility · 1Y9.0%

2.5%Yield7.9%

$1.3BAssets$46.6B

4–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: ASHR, JEPI, SMH, SCHD

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SCHD2.94%$294

ASHR2.48%$248

SMH0.23%$23

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

ASHR$248 − $65 = $183

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ASHR, JEPI, SMH, SCHD

Today

8.3%most shared, JEPI and SCHD

ASHRJEPISMHSCHD

ASHR—0.0%0.0%0.0%

JEPI0.0%—7.7%8.3%

SMH0.0%7.7%—8.2%

SCHD0.0%8.3%8.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.4%SMH, at 43.1% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

ASHRWorst drop−19.5%18.3% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+7.6%Year to date+34.3%

7.9%Yield0.2%

+10.6%Past year+39.4%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+46.3%Year to date+34.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 10, 2026

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ASHR, JEPI, SMH and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four