AESR vs JEPQ

AAESR

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,920AESR

Lowest cost0.35%JEPQ · $35 on $10k

Most income20.59%AESR · $2,059 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.9%AESR and JEPQ

AESR

JEPQ

Anfield U.S. Equity Sector Rotation ETF · $248MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+23.3%3 years · per year$18,762 · $16,188+17.4%

+11.1%5 years · per year$16,920 · […][…]

0.97%Expense ratio$97 · $35 on $10k · lower wins0.35%

20.59%12-mo yield$2,059 · $1,237 on $10k12.37%

−13.0%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	20.59%	−0.6%	+11.8%	+11.9%	+23.3%	+11.1%	−13.0%	$248M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	20.59%	−0.6%	+11.8%	+11.9%	+23.3%	+11.1%	−13.0%	$248M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AESR vs JEPQ

AESR

Anfield U.S. Equity Sector Rotation

$16,920

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAESRJEPQ

Fee0.97%0.35%

Cost on $10k a year$97$35

Yield20.59%12.37%

5 years, per year+11.1%[…]

3 years, per year+23.3%+17.4%

Worst drop · 1Y−13.0%−11.5%

Volatility · 1Y20.6%

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AESR vs JEPQ

Both

Both

$10,000 in AESR, JEPQ

Overlap: AESR, JEPQ

AESR vs JEPQ

JEPQ vs JEPI

SCHD vs VIG

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Overlap: AESR, JEPQ

Income After Fees on $10,000