Compare · 2 funds side by side · dividends reinvested

CSHP and JEPI

CSHPiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

CSHP and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.4

iShares Dynamic Short-Term Active ETFUnsorted0.20%3.96%+3.4%+4.0%[…][…]−0.7%1.9%$379M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSHP 2024 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Dynamic Short-Term Active ETF · $379M[…]

CSHP

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 20.1% in common

CSHPMeasureJEPI

+3.4%Year to dateJan 1 → Nov 6+5.3%

+4.0%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

3.96%Trailing 12-mo yield$396 · $809 a year on $10k8.09%

−0.7%Worst dropSmaller is better−6.7%

1.9%VolatilityLower is calmer8.8%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSHP vs JEPI: Top 5 Holdings

Today

CSHP

9.5%in top 5

JEPI

in top 59.9%

CSHPStockJEPI

2.7%AAPL2.0%

2.4%NVDAnot top 5

2.2%MSFT2.0%

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

1.4%AMZNnot top 5

0.9%GOOGLnot top 5

Held in common20.1%

End-of-day Nov 6, 2026 · share of each fund

CSHP vs JEPI Returns, Every Period

iSharesCSHP

+4.0%

past year

JEPIJ.P. Morgan

+8.2%

past year

CSHPJEPIFaded: behind in that period

0–2JEPI wins

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

Unsorted vs Income: CSHP vs JEPI

YTD

iSharesCSHP

+3.4%

JEPIJ.P. Morgan

+5.3%

+3.4%Year to date+5.3%

−0.7%Worst drop · 1Y−6.7%

1.9%Volatility · 1Y8.8%

4.0%Yield8.1%

$379MAssets$45.2B

2–2level

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

Cost, Income and Risk

Fees: CSHP, JEPI

Today

0.20%lowest, CSHP

FundExpense ratioFee$10k

CSHP0.20%$20

JEPI0.35%$35

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

Yields: CSHP, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSHP3.96%$396

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSHP$396 − $20 = $376

KeptFee

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

Overlap: CSHP, JEPI

Today

20.1%most shared, CSHP and JEPI

CSHPJEPI

CSHP—20.1%

JEPI20.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

CSHPWorst drop−0.7%1.9% vol

JEPIWorst drop−6.7%8.8% vol

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

Paid More vs Made More

YTD

JEPICSHP

+5.3%Year to date+3.4%

8.1%Yield4.0%

+8.2%Past year+4.0%

0.35%Fee0.20%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026