Compare · 4 funds side by side · dividends reinvested

ASHR, SCHD, JEPI and SMH

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

02 / 04

−0.1%

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,828SMH · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

ASHR, SCHD, JEPI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$62.7B2.4

Xtrackers Harvest CSI 300 China A-Shares ETFThematic · China0.65%2.51%−7.9%−6.5%+8.4%−3.1%−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 13, 2026 · returns include dividends · since: ASHR 2013 · SCHD 2011 · JEPI 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Xtrackers Harvest CSI 300 China A-Shares ETF · $1.3B$8,547

ASHR

More Ways to See the Pairs

ASHR vs SCHD: Top 5 Holdings

Today

ASHR

14.0%in top 5

SCHD

in top 521.8%

ASHRStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: ASHR, SCHD, JEPI, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

SMH0.35%$35

ASHR0.65%$65

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

ASHRMeasureSCHD

−7.9%Year to dateJan 1 → Nov 13+34.9%

−6.5%1 yearTotal return+37.5%

+8.4%3 years · per year$10,000 became $12,722 · $17,374+20.2%

−3.1%5 years · per year$10,000 became $8,547 · $16,418+10.4%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

2.51%Trailing 12-mo yield$251 · $292 a year on $10k2.92%

−19.5%Worst dropSmaller is better−6.9%

18.3%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.8%600519.Snot top 5

2.8%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 13, 2026 · share of each fund

ASHR vs SCHD Returns, Every Period

5Y

XtrackersASHR

−3.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ASHRSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ASHR vs JEPI

YTD

XtrackersASHR

−7.9%

JEPIJ.P. Morgan

+8.2%

−7.9%Year to date+8.2%

−19.5%Worst drop · 1Y−6.7%

18.3%Volatility · 1Y9.0%

2.5%Yield7.9%

$1.3BAssets$47.1B

4–0JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: ASHR, SCHD, JEPI, SMH

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

SCHD2.92%$292

ASHR2.51%$251

SMH0.23%$23

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

SCHD$292 − $6 = $286

ASHR$251 − $65 = $186

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ASHR, SCHD, JEPI, SMH

Today

8.8%most shared, SCHD and SMH

ASHRSCHDJEPISMH

ASHR—0.0%0.0%0.0%

SCHD0.0%—8.5%8.8%

JEPI0.0%8.5%—8.3%

SMH0.0%8.8%8.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

ASHRWorst drop−19.5%18.3% vol

SMHWorst drop−33.1%43.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+8.2%Year to date+35.2%

7.9%Yield0.2%

+9.6%Past year+37.3%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

+49.0%Year to date+35.2%

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

$41.2BAssets$62.7B

2–0SOXX wins

End-of-day Nov 13, 2026

Loading…

ASHR, SCHD, JEPI and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four