Compare · 3 funds side by side · dividends reinvested

CSB, JEPQ and SCHD

CSBVictoryShares×JEPQJ.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, JEPQ 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%$120B1.3

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%$246M2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.4

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 · JEPQ 2022 · 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

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

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

CSBMeasureJEPQ

+15.0%Year to dateJan 1 → Nov 6+3.2%

+18.5%1 yearTotal return+4.5%

+15.4%3 years · per year$10,000 became $15,361 · $16,202+17.4%

+5.8%5 years · per year$10,000 became $13,284 · […][…]

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

3.23%Trailing 12-mo yield$323 · $1,279 a year on $10k12.79%

−9.5%Worst dropSmaller is better−11.5%

13.0%VolatilityLower is calmer16.7%

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

4–3CSB 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 JEPQ: Top 5 Holdings

Today

CSB

8.4%in top 5

JEPQ

in top 528.9%

CSBStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

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 JEPQ Returns, Every Period

VictorySharesCSB

+18.5%

past year

JEPQJ.P. Morgan

+4.5%

past year

CSBJEPQFaded: behind in that period

2–1CSB wins

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

Stocks vs Income: CSB vs JEPQ

YTD

VictorySharesCSB

+15.0%

JEPQJ.P. Morgan

+3.2%

+15.0%Year to date+3.2%

−9.5%Worst drop · 1Y−11.5%

13.0%Volatility · 1Y16.7%

3.2%Yield12.8%

$246MAssets$42.6B

3–1CSB wins

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

Cost, Income and Risk

Fees: CSB, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

CSB0.39%$39

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

Yields: CSB, JEPQ, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

CSB3.23%$323

SCHD3.00%$300

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

CSB$323 − $39 = $284

KeptFee

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

Overlap: CSB, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

CSBJEPQSCHD

CSB—0.0%1.5%

JEPQ0.0%—3.8%

SCHD1.5%3.8%—

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

SCHDWorst drop−6.9%11.7% vol

CSBWorst drop−9.5%13.0% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%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