Compare · 3 funds side by side · dividends reinvested

CSB, JEPI and VUG

CSBVictoryShares×JEPIJ.P. Morgan×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

CSB, JEPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.8

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.08%+17.4%+21.7%+15.1%+5.7%−9.5%13.0%$244M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSB 2015 · JEPI 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244M$13,187

CSB

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

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

CSBMeasureJEPI

+17.4%Year to dateJan 1 → Nov 9+7.5%

+21.7%1 yearTotal return+10.9%

+15.1%3 years · per year$10,000 became $15,235 · $13,679+11.0%

+5.7%5 years · per year$10,000 became $13,187 · $14,448+7.6%

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

3.08%Trailing 12-mo yield$308 · $793 a year on $10k7.93%

−9.5%Worst dropSmaller is better−6.7%

13.0%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 9, 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 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

1.7%SWXnot top 5

1.7%IDAnot top 5

1.7%SRnot top 5

1.7%AVAnot top 5

1.7%OGSnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CSB vs JEPI Returns, Every Period

VictorySharesCSB

+5.7%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

CSBJEPIFaded: behind in that period

3–1CSB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSB vs JEPI

YTD

VictorySharesCSB

+17.4%

JEPIJ.P. Morgan

+7.5%

+17.4%Year to date+7.5%

−9.5%Worst drop · 1Y−6.7%

13.0%Volatility · 1Y9.0%

3.1%Yield7.9%

$244MAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSB, JEPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JEPI0.35%$35

CSB0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSB, JEPI, VUG

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CSB3.08%$308

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CSB$308 − $39 = $269

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSB, JEPI, VUG

Today

27.3%most shared, JEPI and VUG

CSBJEPIVUG

CSB—0.0%0.0%

JEPI0.0%—27.3%

VUG0.0%27.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.7%CSB, at 13.0% volatility

JEPIWorst drop−6.7%9.0% vol

CSBWorst drop−9.5%13.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSB

+7.5%Year to date+17.4%

7.9%Yield3.1%

+10.9%Past year+21.7%

0.35%Fee0.39%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026