Compare · 4 funds side by side · dividends reinvested

CSIO, JEPI, DRAM and SCHD

CSIOCohenSteers×JEPIJ.P. Morgan×DRAMRoundhill×SCHDSchwab×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,428SCHD · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

CSIO, JEPI, DRAM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.8

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+15.7%[…][…][…][…][…]$53M2.7

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$15.9B3.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: CSIO 2025 · JEPI 2020 · DRAM 2026 · SCHD 2011

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 JEPI: Top 5 Holdings

Today

CSIO

31.7%in top 5

JEPI

in top 59.8%

CSIOStockJEPI

7.2%CSXnot top 5

6.5%NEEnot top 5

6.2%ETRnot top 5

6.0%WMBnot top 5

5.7%TRP.TOnot top 5

Cost, Income and Risk

Fees: CSIO, JEPI, DRAM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

CSIO0.65%$65

DRAM0.65%$65

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

CSIOMeasureJEPI

+15.7%Year to dateJan 1 → Nov 10+7.6%

[…]1 yearTotal return+10.6%

[…]3 years · per year$10,000 became […] · $13,634+10.9%

[…]5 years · per year$10,000 became […] · $14,429+7.6%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

1.82%Trailing 12-mo yield$182 · $792 a year on $10k7.92%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer9.0%

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

1–2JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common4.4%

End-of-day Nov 10, 2026 · share of each fund

CSIO vs JEPI Returns, Every Period

1Y

CohenSteersCSIO

[…]

past year

JEPIJ.P. Morgan

+10.6%

past year

CSIOJEPIFaded: behind in that period

1–0CSIO wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CSIO vs JEPI

YTD

CohenSteersCSIO

+15.7%

JEPIJ.P. Morgan

+7.6%

+15.7%Year to date+7.6%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

1.8%Yield7.9%

$53.4MAssets$46.6B

1–1level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CSIO, JEPI, DRAM, SCHD

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SCHD2.94%$294

CSIO1.82%$182

DRAM0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

CSIO$182 − $65 = $117

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSIO, JEPI, DRAM, SCHD

Today

8.3%most shared, JEPI and SCHD

CSIOJEPIDRAMSCHD

CSIO—4.4%0.0%0.0%

JEPI4.4%—1.3%8.3%

DRAM0.0%1.3%—0.0%

SCHD0.0%8.3%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

CSIOWorst drop[…][…]

DRAMWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

CSIO, JEPI, DRAM and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four