Compare · 4 funds side by side · dividends reinvested

CSIO, JEPQ, CIBR and SCHD

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,875CIBR · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

CSIO, JEPQ, CIBR 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%$122B1.4

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+26.2%+28.1%+12.3%−20.6%31.3%$15.8B2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.4

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.82%+15.7%[…][…][…][…][…]$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 10, 2026 · returns include dividends · since: CSIO 2025 · JEPQ 2022 · CIBR 2015 · 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 JEPQ: Top 5 Holdings

Today

CSIO

31.7%in top 5

JEPQ

in top 528.0%

CSIOStockJEPQ

7.2%CSXnot top 5

not top 5AAPL7.2%

6.5%NEEnot top 5

not top 5NVDA6.2%

6.2%ETRnot top 5

Cost, Income and Risk

Fees: CSIO, JEPQ, CIBR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

CIBR0.58%$58

CSIO0.65%$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%

$122BAssets$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%

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

CSIOMeasureJEPQ

+15.7%Year to dateJan 1 → Nov 10+6.0%

[…]1 yearTotal return+8.8%

[…]3 years · per year$10,000 became […] · $16,284+17.6%

[…]5 years · per year[…]

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

1.82%Trailing 12-mo yield$182 · $1,245 a year on $10k12.45%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.9%

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

1–2JEPQ wins

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

6.0%WMBnot top 5

not top 5MSFT6.0%

5.7%TRP.TOnot top 5

not top 5AMZN4.3%

not top 5GOOG4.3%

Held in common1.2%

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

CSIO vs JEPQ Returns, Every Period

1Y

CohenSteersCSIO

[…]

past year

JEPQJ.P. Morgan

+8.8%

past year

CSIOJEPQFaded: 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 JEPQ

YTD

CohenSteersCSIO

+15.7%

JEPQJ.P. Morgan

+6.0%

+15.7%Year to date+6.0%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

1.8%Yield12.4%

$52.5MAssets$40.7B

1–1level

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

Yields: CSIO, JEPQ, CIBR, SCHD

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

CSIO1.82%$182

CIBR0.42%$42

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

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SCHD$294 − $6 = $288

CSIO$182 − $65 = $117

CIBR$42 − $58 = −$16

KeptFee

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

Overlap: CSIO, JEPQ, CIBR, SCHD

Today

7.6%most shared, JEPQ and CIBR

CSIOJEPQCIBRSCHD

CSIO—1.2%0.0%0.0%

JEPQ1.2%—7.6%3.7%

CIBR0.0%7.6%—3.1%

SCHD0.0%3.7%3.1%—

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

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

CIBRWorst drop−20.6%31.3% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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CSIO, JEPQ, CIBR and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four