ASHR vs JEPQ

AASHR

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · ASHR $8,513

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%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 · $42.1B

+9.2%3 years · per year$13,021 · $17,406+20.3%

−3.2%5 years · per year$8,513 · […][…]

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

2.48%12-mo yield$248 · $1,217 on $10k12.17%

−19.5%Worst dropSmaller wins−8.8%

18.2%VolatilityLower wins15.5%

0–5JEPQ wins

$10,000 · 5 yearsAll three, 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 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AASHR	Xtrackers Harvest CSI 300 China A-Shares ETFRead Desk	0.65%	2.48%	−1.4%	−7.0%	−4.0%	+9.2%	−3.2%	−19.5%	$1.3B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AASHR	Xtrackers Harvest CSI 300 China A-Shares ETFRead Desk	0.65%	2.48%	−1.4%	−7.0%	−4.0%	+9.2%	−3.2%	−19.5%	$1.3B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 5, 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

$8,513

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureASHRJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield2.48%12.17%

5 years, per year−3.2%[…]

3 years, per year+9.2%+20.3%

Worst drop · 1Y−19.5%−8.8%

Volatility · 1Y18.2%15.5%

5–0measures won
JEPQ first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: ASHR, JEPQ, SMH

Today

24.9%most shared, JEPQ and SMH

ASHRJEPQSMH

ASHR—0.0%0.0%

JEPQ0.0%—24.9%

SMH0.0%24.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

ASHR$248 − $65 = $183

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee