ASHR vs JEPQ

AASHR

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · ASHR $8,635

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common0.0%ASHR and JEPQ

ASHR

JEPQ

Xtrackers Harvest CSI 300 China A-Shares ETF · $1.3BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+9.8%3 years · per year$13,254 · $16,495+18.2%

−2.9%5 years · per year$8,635 · […][…]

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

2.45%12-mo yield$245 · $1,239 on $10k12.39%

−19.5%Worst dropSmaller wins−11.5%

18.3%VolatilityLower wins16.9%

0–5JEPQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsASHR · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AASHR	Xtrackers Harvest CSI 300 China A-Shares ETFRead Desk	0.65%	2.45%	+1.6%	−5.6%	−4.6%	+9.8%	−2.9%	−19.5%	$1.3B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AASHR	Xtrackers Harvest CSI 300 China A-Shares ETFRead Desk	0.65%	2.45%	+1.6%	−5.6%	−4.6%	+9.8%	−2.9%	−19.5%	$1.3B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ASHR vs JEPQ

ASHR

Xtrackers Harvest CSI 300 China A-Shares

$8,635

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureASHRJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield2.45%12.39%

5 years, per year−2.9%[…]

3 years, per year+9.8%+18.2%

Worst drop · 1Y−19.5%−11.5%

Volatility · 1Y18.3%16.9%

5–0measures won
JEPQ first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ASHR, JEPQ, DRAM, SMH

Today

23.9%most shared, JEPQ and SMH

ASHRJEPQDRAMSMH

ASHR—0.0%0.7%0.0%

JEPQ0.0%—3.9%23.9%

DRAM0.7%3.9%—3.1%

SMH0.0%23.9%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

ASHR$245 − $65 = $180

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee