ASHS vs JEPI

AASHS

BJEPI

Measures won0–6JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · ASHS $9,509

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%ASHS and JEPI

ASHS

JEPI

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF · $25MJPMorgan Equity Premium Income ETF · $46.1B

+10.6%3 years · per year$13,528 · $13,674+11.0%

−1.0%5 years · per year$9,509 · $14,108+7.1%

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

0.00%12-mo yield$0 · $809 on $10k8.09%

−29.2%Worst dropSmaller wins−6.7%

26.6%VolatilityLower wins8.8%

0–6JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsASHS · JEPI

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	AASHS	Xtrackers Harvest CSI 500 China A-Shares Small Cap ETFRead Desk		0.65%	0.00%	−0.5%	−5.9%	+0.1%	+10.6%	−1.0%	−29.2%	$25M

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	AASHS	Xtrackers Harvest CSI 500 China A-Shares Small Cap ETFRead Desk		0.65%	0.00%	−0.5%	−5.9%	+0.1%	+10.6%	−1.0%	−29.2%	$25M

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

ASHS vs JEPI

ASHS

Xtrackers Harvest CSI 500 China A-Shares Small Cap

$9,509

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureASHSJEPI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.00%8.09%

5 years, per year−1.0%+7.1%

3 years, per year+10.6%+11.0%

Worst drop · 1Y−29.2%−6.7%

Volatility · 1Y26.6%8.8%

6–0measures won
JEPI 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ASHS, JEPI

Today

0.0%most shared, ASHS and JEPI

ASHSJEPI

ASHS—0.0%

JEPI0.0%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

ASHS$0 − $65 = −$65

KeptFee

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