Compare · 2 funds side by side · dividends reinvested

ASHR and JEPQ

ASHRXtrackers×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$8,513ASHR · best of the two

02 / 04

ASHR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.0

Xtrackers Harvest CSI 300 China A-Shares ETFThematic · China0.65%2.45%−5.7%−3.9%+9.5%−2.8%−19.5%18.2%$1.3B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: ASHR 2013 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers Harvest CSI 300 China A-Shares ETF · $1.3B$8,513

ASHR

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

ASHRMeasureJEPQ

−5.7%Year to dateJan 1 → Nov 5+8.5%

−3.9%1 yearTotal return+9.3%

+9.5%3 years · per year$10,000 became $13,131 · $17,406+20.3%

−2.8%5 years · per year$10,000 became $8,661 · […][…]

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

2.45%Trailing 12-mo yield$245 · $1,217 a year on $10k12.17%

−19.5%Worst dropSmaller is better−8.8%

18.2%VolatilityLower is calmer15.5%

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

0–7JEPQ wins

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

More Ways to See the Pairs

ASHR vs JEPQ: Top 5 Holdings

Today

ASHR

14.1%in top 5

JEPQ

in top 528.3%

ASHRStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

3.9%600519.Snot top 5

2.9%300750.Snot top 5

2.6%300308.Snot top 5

2.5%601318.Snot top 5

2.3%600036.Snot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

ASHR vs JEPQ Returns, Every Period

XtrackersASHR

−3.9%

past year

JEPQJ.P. Morgan

+9.3%

past year

ASHRJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ASHR vs JEPQ

YTD

XtrackersASHR

−5.7%

JEPQJ.P. Morgan

+8.5%

−5.7%Year to date+8.5%

−19.5%Worst drop · 1Y−8.8%

18.2%Volatility · 1Y15.5%

2.4%Yield12.2%

$1.3BAssets$42.1B

4–0JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ASHR, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

ASHR0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ASHR, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

ASHR2.45%$245

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

ASHR$245 − $65 = $180

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ASHR, JEPQ

Today

0.0%most shared, ASHR and JEPQ

ASHRJEPQ

ASHR—0.0%

JEPQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

ASHRWorst drop−19.5%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQASHR

+8.5%Year to date−5.7%

12.2%Yield2.4%

+9.3%Past year−3.9%

0.35%Fee0.65%

4–0JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026