Compare · 2 funds side by side · dividends reinvested

CSD and JEPI

CSDInvesco×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,358CSD · best of the two

02 / 04

CSD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+23.7%+30.1%+32.5%+14.1%−17.6%25.5%$211M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSD 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $211M$19,358

CSD

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

CSDMeasureJEPI

+23.7%Year to dateJan 1 → Nov 5+5.2%

+30.1%1 yearTotal return+8.3%

+32.5%3 years · per year$10,000 became $23,283 · $13,674+11.0%

+14.1%5 years · per year$10,000 became $19,358 · $14,108+7.1%

0.66%Expense ratio$66 · $35 a year on $10k · lower is better0.35%

0.13%Trailing 12-mo yield$13 · $809 a year on $10k8.09%

−17.6%Worst dropSmaller is better−6.7%

25.5%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

CSD vs JEPI: Top 5 Holdings

Today

CSD

37.8%in top 5

JEPI

in top 59.9%

CSDStockJEPI

9.9%GEHCnot top 5

7.6%HONAnot top 5

7.3%VYLRnot top 5

6.8%Qnot top 5

6.2%GEVnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

CSD vs JEPI Returns, Every Period

InvescoCSD

+14.1%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

CSDJEPIFaded: behind in that period

4–0CSD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSD vs JEPI

YTD

InvescoCSD

+23.7%

JEPIJ.P. Morgan

+5.2%

+23.7%Year to date+5.2%

−17.6%Worst drop · 1Y−6.7%

25.5%Volatility · 1Y8.8%

0.1%Yield8.1%

$211MAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSD, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

CSD0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSD, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSD0.13%$13

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSD, JEPI

Today

0.1%most shared, CSD and JEPI

CSDJEPI

CSD—0.1%

JEPI0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.1%CSD, at 25.5% volatility

JEPIWorst drop−6.7%8.8% vol

CSDWorst drop−17.6%25.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSD

+5.2%Year to date+23.7%

8.1%Yield0.1%

+8.3%Past year+30.1%

0.35%Fee0.66%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026