Compare · 4 funds side by side · dividends reinvested

CSIO, CIBR, JEPI and DRAM

CSIOCohenSteers×CIBRFirst Trust×JEPIJ.P. Morgan×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,956CIBR · best of the four

02 / 04

CSIO, CIBR, JEPI and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+16.1%[…][…][…][…][…]$53M2.3

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSIO 2025 · CIBR 2015 · JEPI 2020 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Infrastructure Opportunities Active ETF · $53M[…]

CSIO

CIBR

First Trust Nasdaq Cybersecurity ETF · $15.8B$17,956

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

CSIOMeasureCIBR

+16.1%Year to dateJan 1 → Nov 9+32.8%

[…]1 yearTotal return+27.5%

[…]3 years · per year$10,000 became […] · $21,296+28.7%

[…]5 years · per year$10,000 became […] · $17,956+12.4%

0.65%Expense ratio$65 · $58 a year on $10k · lower is better0.58%

1.82%Trailing 12-mo yield$182 · $42 a year on $10k0.42%

[…]Worst dropSmaller is better−20.6%

[…]VolatilityLower is calmer31.3%

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

1–2CIBR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSIO vs CIBR: Top 5 Holdings

Today

CSIO

31.6%in top 5

CIBR

in top 536.0%

CSIOStockCIBR

not top 5CRWD8.3%

not top 5CSCO7.5%

not top 5PANW7.2%

7.2%CSXnot top 5

not top 5AVGO7.0%

6.6%NEEnot top 5

6.2%ETRnot top 5

not top 5FTNT6.1%

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CSIO vs CIBR Returns, Every Period

CohenSteersCSIO

[…]

past year

CIBRFirst Trust

+27.5%

past year

CSIOCIBRFaded: behind in that period

0–1CIBR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CSIO vs JEPI

YTD

CohenSteersCSIO

+16.1%

JEPIJ.P. Morgan

+7.5%

+16.1%Year to date+7.5%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

1.8%Yield7.9%

$52.5MAssets$45.2B

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSIO, CIBR, JEPI, DRAM

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

CIBR0.58%$58

CSIO0.65%$65

DRAM0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSIO, CIBR, JEPI, DRAM

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CSIO1.82%$182

CIBR0.42%$42

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CSIO$182 − $65 = $117

CIBR$42 − $58 = −$16

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSIO, CIBR, JEPI, DRAM

Today

6.5%most shared, CIBR and JEPI

CSIOCIBRJEPIDRAM

CSIO—0.0%4.4%0.0%

CIBR0.0%—6.5%0.0%

JEPI4.4%6.5%—1.2%

DRAM0.0%0.0%1.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+27.5%CIBR, at 31.3% volatility

JEPIWorst drop−6.7%9.0% vol

CIBRWorst drop−20.6%31.3% vol

CSIOWorst drop[…][…]

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICIBR

+7.5%Year to date+32.8%

7.9%Yield0.4%

+10.9%Past year+27.5%

0.35%Fee0.58%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026