Compare · 2 funds side by side · dividends reinvested

CSB and JEPQ

CSBVictoryShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,767CSB · best of the two

02 / 04

CSB and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.4

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.05%+18.1%+22.3%+16.9%+6.6%−9.5%12.8%$246M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSB 2015 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246M$13,767

CSB

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

CSBMeasureJEPQ

+18.1%Year to dateJan 1 → Nov 4+8.5%

+22.3%1 yearTotal return+9.3%

+16.9%3 years · per year$10,000 became $15,990 · $17,406+20.3%

+6.6%5 years · per year$10,000 became $13,767 · […][…]

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

3.05%Trailing 12-mo yield$305 · $1,217 a year on $10k12.17%

−9.5%Worst dropSmaller is better−8.8%

12.8%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSB vs JEPQ: Top 5 Holdings

Today

CSB

8.3%in top 5

JEPQ

in top 527.9%

CSBStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

1.7%SWXnot top 5

1.7%IDAnot top 5

1.6%OGSnot top 5

1.6%SRnot top 5

1.6%NJRnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CSB vs JEPQ Returns, Every Period

VictorySharesCSB

+22.3%

past year

JEPQJ.P. Morgan

+9.3%

past year

CSBJEPQFaded: behind in that period

2–1CSB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSB vs JEPQ

YTD

VictorySharesCSB

+18.1%

JEPQJ.P. Morgan

+8.5%

+18.1%Year to date+8.5%

−9.5%Worst drop · 1Y−8.8%

12.8%Volatility · 1Y15.5%

3.1%Yield12.2%

$246MAssets$42.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSB, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

CSB0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSB, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CSB3.05%$305

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CSB$305 − $39 = $266

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSB, JEPQ

Today

0.0%most shared, CSB and JEPQ

CSBJEPQ

CSB—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.3%CSB, at 12.8% volatility

CSBWorst drop−9.5%12.8% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCSB

+8.5%Year to date+18.1%

12.2%Yield3.1%

+9.3%Past year+22.3%

0.35%Fee0.39%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026