Compare · 2 funds side by side · dividends reinvested

CSD and JEPQ

CSDInvesco×JEPQJ.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 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%$42.6B1.4

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

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

CSD

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

CSDMeasureJEPQ

+23.7%Year to dateJan 1 → Nov 5+8.5%

+30.1%1 yearTotal return+9.3%

+32.5%3 years · per year$10,000 became $23,283 · $17,406+20.3%

+14.1%5 years · per year$10,000 became $19,358 · […][…]

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

0.13%Trailing 12-mo yield$13 · $1,217 a year on $10k12.17%

−17.6%Worst dropSmaller is better−8.8%

25.5%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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 JEPQ: Top 5 Holdings

Today

CSD

37.8%in top 5

JEPQ

in top 528.3%

CSDStockJEPQ

9.9%GEHCnot top 5

7.6%HONAnot top 5

7.3%VYLRnot top 5

not top 5AAPL7.1%

6.8%Qnot top 5

not top 5NVDA6.8%

6.2%GEVnot top 5

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common0.6%

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

CSD vs JEPQ Returns, Every Period

InvescoCSD

+30.1%

past year

JEPQJ.P. Morgan

+9.3%

past year

CSDJEPQFaded: behind in that period

3–0CSD wins

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

Stocks vs Income: CSD vs JEPQ

YTD

InvescoCSD

+23.7%

JEPQJ.P. Morgan

+8.5%

+23.7%Year to date+8.5%

−17.6%Worst drop · 1Y−8.8%

25.5%Volatility · 1Y15.5%

0.1%Yield12.2%

$211MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: CSD, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

CSD0.66%$66

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

Yields: CSD, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CSD0.13%$13

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CSD$13 − $66 = −$53

KeptFee

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

Overlap: CSD, JEPQ

Today

0.6%most shared, CSD and JEPQ

CSDJEPQ

CSD—0.6%

JEPQ0.6%—

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

JEPQWorst drop−8.8%15.5% 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

JEPQCSD

+8.5%Year to date+23.7%

12.2%Yield0.1%

+9.3%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