ASHR vs JEPQ

Xtrackers Harvest CSI 300 China A-Shares ETF vs JPMorgan Nasdaq Equity Premium Income ETF

Quick take
  • JEPQ has the lower expense ratio at 0.35% vs 0.65% for ASHR.
  • JEPQ pays a higher dividend yield (9.95%).

Side-by-side metrics

MetricASHRJEPQ
Expense ratio
Annual fee. Lower is better.
0.65%0.35%
Dividend yield
Trailing 12-month yield.
2.07%9.95%
AUM
Assets under management — bigger funds are typically more liquid.
$1.64B$40.66B
YTD return
6.06%8.22%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.680.78
P/E ratio
17.2331.92
Last price
$35.88$60.24
Inception
Issuer
XtrackersJPMorgan

ASHR top holdings

Top holdings · ASHR
300308.SZZhongji Innolight Co Ltd Class A4.80%
300750.SZContemporary Amperex Technology Co Ltd Class A3.53%
300502.SZEoptolink Technology Inc Ltd Class A2.88%
600519.SSKweichow Moutai Co Ltd Class A2.51%
603986.SSGigaDevice Semiconductor Inc Class A1.87%
601318.SSPing An Insurance (Group) Co. of China Ltd Class A1.72%
688256.SSCambricon Technologies Corp Ltd Class A1.71%
600036.SSChina Merchants Bank Co Ltd Class A1.50%
601899.SSZijin Mining Group Co Ltd Class A1.42%
002371.SZNAURA Technology Group Co Ltd Class A1.35%
Sector breakdown · ASHR
Real Estate0.3%
Consumer Cyclical5.3%
Basic Materials9.1%
Consumer Defensive5.6%
Technology36.3%
Communication Services1.1%
Financial Services17.8%
Utilities2.6%
Industrials15.6%
Energy2.3%
Healthcare3.9%

JEPQ top holdings

Top holdings · JEPQ
NVDANVIDIA Corp6.62%
AAPLApple Inc5.77%
MUMicron Technology Inc5.53%
GOOGAlphabet Inc Class C5.00%
MSFTMicrosoft Corp3.86%
AMDAdvanced Micro Devices Inc3.83%
AMZNAmazon.com Inc3.64%
LRCXLam Research Corp2.86%
TSLATesla Inc2.37%
METAMeta Platforms Inc Class A2.36%
Sector breakdown · JEPQ
Real Estate0.2%
Consumer Cyclical11.1%
Basic Materials0.9%
Consumer Defensive5.8%
Technology60.6%
Communication Services12.8%
Financial Services0.3%
Utilities1.0%
Industrials3.0%
Energy0.3%
Healthcare4.0%

About ASHR

ASHR (Xtrackers Harvest CSI 300 China A-Shares ETF) is China A-shares listed on Shanghai and Shenzhen exchanges. Managed by Xtrackers, the fund carries $1.6B in assets under management, an expense ratio of 0.65%, a dividend yield of 2.07%. Its largest holding is Zhongji Innolight Co Ltd Class A (300308.SZ), which represents 4.8% of the portfolio. Real Estate is the fund's largest sector exposure at 0.3%.

About JEPQ

JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) is Nasdaq-tilted equity income with options overlay. Managed by JPMorgan, the fund carries $40.7B in assets under management, an expense ratio of 0.35%, a dividend yield of 9.95%. Its largest holding is NVIDIA Corp (NVDA), which represents 6.6% of the portfolio. Real Estate is the fund's largest sector exposure at 0.2%.