ASHS vs JEPQ

AASHS

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · ASHS $9,573

Lowest cost0.06%SCHD · $6 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%ASHS and JEPQ

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF · $25MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+10.4%3 years · per year$13,470 · $16,284+17.6%

−0.9%5 years · per year$9,573 · […][…]

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

0.00%12-mo yield$0 · $1,245 on $10k12.45%

Cards for this view

ASHS

Xtrackers Harvest CSI 500 China A-Shares Small Cap

$9,573

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureASHSJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.00%12.45%

5 years, per year−0.9%[…]

3 years, per year+10.4%+17.6%

Worst drop · 1Y−29.2%−11.5%

Volatility · 1Y26.6%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AASHS	Xtrackers Harvest CSI 500 China A-Shares Small Cap ETFRead Desk	0.65%	0.00%	−0.7%	−5.7%	−1.9%	+10.4%	−0.9%	−29.2%	$25M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AASHS	Xtrackers Harvest CSI 500 China A-Shares Small Cap ETFRead Desk	0.65%	0.00%	−0.7%	−5.7%	−1.9%	+10.4%	−0.9%	−29.2%	$25M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

Loading…