ASCE vs JEPI
5Y[…]3 years · per year[…] · $14,269+12.6%
[…]5 years · per year[…] · $14,635+7.9%
0.38%Expense ratio$38 · $35 on $10k · lower wins0.35%
0.18%12-mo yield$18 · $783 on $10k7.83%
−9.1%Worst dropSmaller wins−6.7%
19.4%VolatilityLower wins8.1%
0–4JEPI wins
$10,000 · 5 yearsOne scale
Shared top holdingsASCE · JEPI
They share no top holdings, or holdings aren’t on file […]
Held in common0.0%
End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two