Compare CSHP and JEPQ

CSHP and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Dynamic Short-Term Active ETFUnsorted0.20%3.96%+3.4%+4.0%[…][…]−0.7%1.9%$379M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.6

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CSHP

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

CSHPMeasureJEPQ

+3.4%Year to dateJan 1 → Nov 6+3.2%

+4.0%1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

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

3.96%Trailing 12-mo yield$396 · $1,279 a year on $10k12.79%

−0.7%Worst dropSmaller is better−11.5%

1.9%VolatilityLower is calmer16.7%

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

4–2CSHP wins

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 JEPQ: Top 5 Holdings

Today

CSHP

9.5%in top 5

JEPQ

in top 528.9%

CSHPStockJEPQ

2.7%AAPL7.4%

2.4%NVDA6.6%

2.2%MSFT6.1%

not top 5GOOG4.4%

1.4%AMZN4.4%

0.9%GOOGLnot top 5

Held in common18.2%

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

CSHP vs JEPQ Returns, Every Period

1Y

iSharesCSHP

+4.0%

past year

JEPQJ.P. Morgan

+4.5%

past year

CSHPJEPQFaded: behind in that period

1–1Level

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

Unsorted vs Income: CSHP vs JEPQ

YTD

iSharesCSHP

+3.4%

JEPQJ.P. Morgan

+3.2%

+3.4%Year to date+3.2%

−0.7%Worst drop · 1Y−11.5%

1.9%Volatility · 1Y16.7%

4.0%Yield12.8%

$379MAssets$40.7B

3–1CSHP wins

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

Cost, Income and Risk

Fees: CSHP, JEPQ

Today

0.20%lowest, CSHP

FundExpense ratioFee$10k

CSHP0.20%$20

JEPQ0.35%$35

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

Yields: CSHP, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

CSHP3.96%$396

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

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

CSHP$396 − $20 = $376

KeptFee

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

Overlap: CSHP, JEPQ

Today

18.2%most shared, CSHP and JEPQ

CSHPJEPQ

CSHP—18.2%

JEPQ18.2%—

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

Return vs Bumpiness: 2 ETFs

1Y

+4.5%JEPQ, at 16.7% volatility

CSHPWorst drop−0.7%1.9% 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

JEPQCSHP

+3.2%Year to date+3.4%

12.8%Yield4.0%

+4.5%Past year+4.0%

0.35%Fee0.20%

2–2level

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