ASHR vs JEPQ

AASHR

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · JEPI $14,322

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−6.7%JEPI · 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 · $41.8B

+9.2%3 years · per year$13,011 · $17,450+20.4%

−3.6%5 years · per year$8,326 · […][…]

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

2.51%12-mo yield$251 · $1,228 on $10k12.28%

−19.5%Worst dropSmaller wins−8.8%

18.1%VolatilityLower wins15.5%

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 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	AASHR	Xtrackers Harvest CSI 300 China A-Shares ETFRead Desk	0.65%	2.51%	+0.2%	−7.9%	−6.3%	+9.2%	−3.6%	−19.5%	$1.3B
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	AASHR	Xtrackers Harvest CSI 300 China A-Shares ETFRead Desk	0.65%	2.51%	+0.2%	−7.9%	−6.3%	+9.2%	−3.6%	−19.5%	$1.3B
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 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

$8,326

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureASHRJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield2.51%12.28%

5 years, per year−3.6%[…]

3 years, per year+9.2%+20.4%

Worst drop · 1Y−19.5%−8.8%

Volatility · 1Y18.1%15.5%

5–0measures won
JEPQ first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ASHR, JEPQ, JEPI, SMH

Today

26.6%most shared, JEPQ and JEPI

ASHRJEPQJEPISMH

ASHR—0.0%0.0%0.0%

JEPQ0.0%—26.6%25.3%

JEPI0.0%26.6%—7.3%

SMH0.0%25.3%7.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

ASHR$251 − $65 = $186

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee