Compare · 4 funds side by side · dividends reinvested

CSIO, CIBR, SCHD and JEPI

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,926CIBR · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

CSIO, CIBR, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.8

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.41%+35.3%+26.2%+28.6%+12.4%−20.6%31.3%$16.3B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B2.3

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.81%+16.3%[…][…][…][…][…]$53M3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSIO 2025 · CIBR 2015 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CSIO

More Ways to See the Pairs

CSIO vs SCHD: Top 5 Holdings

Today

CSIO

32.0%in top 5

SCHD

in top 521.7%

CSIOStockSCHD

7.4%CSXnot top 5

6.4%NEEnot top 5

6.2%WMBnot top 5

6.1%ETRnot top 5

5.8%TRP.TOnot top 5

Cost, Income and Risk

Fees: CSIO, CIBR, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

CIBR0.58%$58

CSIO0.65%$65

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

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

CSIOMeasureSCHD

+16.3%Year to dateJan 1 → Nov 12+34.2%

[…]1 yearTotal return+36.8%

[…]3 years · per year$10,000 became […] · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

1.81%Trailing 12-mo yield$181 · $293 a year on $10k2.93%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

0–3SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

CSIO vs SCHD Returns, Every Period

1Y

CohenSteersCSIO

[…]

past year

SCHDSchwab

+36.8%

past year

CSIOSCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CSIO vs JEPI

YTD

CohenSteersCSIO

+16.3%

JEPIJ.P. Morgan

+8.3%

+16.3%Year to date+8.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

1.8%Yield7.9%

$53.4MAssets$46.8B

1–1level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSIO, CIBR, SCHD, JEPI

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

SCHD2.93%$293

CSIO1.81%$181

CIBR0.41%$41

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

SCHD$293 − $6 = $287

CSIO$181 − $65 = $116

CIBR$41 − $58 = −$17

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSIO, CIBR, SCHD, JEPI

Today

8.5%most shared, SCHD and JEPI

CSIOCIBRSCHDJEPI

CSIO—0.0%0.0%4.3%

CIBR0.0%—3.0%6.7%

SCHD0.0%3.0%—8.5%

JEPI4.3%6.7%8.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

CIBRWorst drop−20.6%31.3% vol

CSIOWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICIBR

+8.3%Year to date+35.3%

7.9%Yield0.4%

+10.1%Past year+26.2%

0.35%Fee0.58%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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CSIO, CIBR, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four