Compare · 3 funds side by side · dividends reinvested

CSB, JEPI and SCHD

CSBVictoryShares×JEPIJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

CSB, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.0

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.23%+15.0%+18.5%+15.4%+5.8%−9.5%13.0%$246M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSB 2015 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246M$13,284

CSB

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSBMeasureJEPI

+15.0%Year to dateJan 1 → Nov 6+5.3%

+18.5%1 yearTotal return+8.2%

+15.4%3 years · per year$10,000 became $15,361 · $13,562+10.7%

+5.8%5 years · per year$10,000 became $13,284 · $14,118+7.1%

0.39%Expense ratio$39 · $35 a year on $10k · lower is better0.35%

3.23%Trailing 12-mo yield$323 · $809 a year on $10k8.09%

−9.5%Worst dropSmaller is better−6.7%

13.0%VolatilityLower is calmer8.8%

CSBJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSB vs JEPI: Top 5 Holdings

Today

CSB

8.4%in top 5

JEPI

in top 59.9%

CSBStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.7%IDAnot top 5

1.7%SWXnot top 5

1.7%AVAnot top 5

1.7%OGSnot top 5

1.7%SRnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CSB vs JEPI Returns, Every Period

VictorySharesCSB

+5.8%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

CSBJEPIFaded: behind in that period

3–1CSB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSB vs JEPI

YTD

VictorySharesCSB

+15.0%

JEPIJ.P. Morgan

+5.3%

+15.0%Year to date+5.3%

−9.5%Worst drop · 1Y−6.7%

13.0%Volatility · 1Y8.8%

3.2%Yield8.1%

$246MAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSB, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

CSB0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSB, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSB3.23%$323

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

CSB$323 − $39 = $284

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSB, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

CSBJEPISCHD

CSB—0.0%1.5%

JEPI0.0%—8.2%

SCHD1.5%8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

CSBWorst drop−9.5%13.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026