Compare · 3 funds side by side · dividends reinvested

CSIO, FID and JEPI

CSIOCohenSteers×FIDFirst Trust×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,399FID · best of the three

Story of the three · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

CSIO, FID and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust S&P International Dividend Aristocrats ETFIncome · Dividend stocks0.60%3.99%+11.8%+14.4%+20.5%+9.0%−8.9%10.7%$169M1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.6

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.81%+16.5%[…][…][…][…][…]$54M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: CSIO 2025 · FID 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust S&P International Dividend Aristocrats ETF · $169M$15,399

FID

CSIO

Cohen & Steers Infrastructure Opportunities Active ETF · $54M[…]

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

FID

More Ways to See the Pairs

FID vs CSIO: Top 5 Holdings

Today

FID

11.4%in top 5

CSIO

in top 532.0%

FIDStockCSIO

not top 5CSX7.4%

not top 5NEE6.4%

not top 5WMB6.2%

not top 5ETR6.1%

not top 5TRP.TO5.8%

Cost, Income and Risk

Fees: CSIO, FID, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FID0.60%$60

CSIO0.65%$65

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CSIO, FID, JEPI

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

CSIO

+11.8%Year to dateJan 1 → Nov 13+16.5%

+14.4%1 yearTotal return[…]

+20.5%3 years · per year$10,000 became $17,510 · […][…]

+9.0%5 years · per year$10,000 became $15,399 · […][…]

0.60%Expense ratio$60 · $65 a year on $10k · lower is better0.65%

3.99%Trailing 12-mo yield$399 · $181 a year on $10k1.81%

−8.9%Worst dropSmaller is better[…]

10.7%VolatilityLower is calmer[…]

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

2–1FID wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.7%LGEN.Lnot top 5

2.4%0992.HKnot top 5

2.2%APA.AXnot top 5

2.1%TEP.PAnot top 5

2.0%DNB.OLnot top 5

Held in common3.7%

End-of-day Nov 13, 2026 · share of each fund

FID vs CSIO Returns, Every Period

1Y

First TrustFID

+14.4%

past year

CSIOCohenSteers

[…]

past year

FIDCSIOFaded: behind in that period

0–1CSIO wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FID vs JEPI

YTD

First TrustFID

+11.8%

JEPIJ.P. Morgan

+8.2%

+11.8%Year to date+8.2%

−8.9%Worst drop · 1Y−6.7%

10.7%Volatility · 1Y9.0%

4.0%Yield7.9%

$169MAssets$47.1B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

FID3.99%$399

CSIO1.81%$181

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

FID$399 − $60 = $339

CSIO$181 − $65 = $116

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CSIO, FID, JEPI

Today

4.3%most shared, CSIO and JEPI

CSIOFIDJEPI

CSIO—3.7%4.3%

FID3.7%—0.0%

JEPI4.3%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.4%FID, at 10.7% volatility

JEPIWorst drop−6.7%9.0% vol

FIDWorst drop−8.9%10.7% vol

CSIOWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSIO

+8.2%Year to date+16.5%

7.9%Yield1.8%

+9.6%Past year[…]

0.35%Fee0.65%

2–1JEPI wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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CSIO, FID and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three