Compare · 3 funds side by side · dividends reinvested

CSIO, JEPQ and CIBR

CSIOCohenSteers×JEPQJ.P. Morgan×CIBRFirst Trust×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,715CIBR · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

CSIO, JEPQ and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B1.6

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.41%+33.4%+25.6%+28.0%+12.1%−19.8%31.3%$16.8B1.6

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 · JEPQ 2022 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CSIO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

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

CSIO

More Ways to See the Pairs

CSIO vs JEPQ: Top 5 Holdings

Today

CSIO

32.0%in top 5

JEPQ

in top 527.3%

CSIOStockJEPQ

7.4%CSXnot top 5

not top 5AAPL7.2%

6.4%NEEnot top 5

6.2%WMBnot top 5

6.1%ETRnot top 5

Cost, Income and Risk

Fees: CSIO, JEPQ, CIBR

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

CIBR0.58%$58

CSIO0.65%$65

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

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

JEPQ

+16.5%Year to dateJan 1 → Nov 13+6.7%

[…]1 yearTotal return+7.6%

[…]3 years · per year$10,000 became […] · $16,188+17.4%

[…]5 years · per year[…]

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

1.81%Trailing 12-mo yield$181 · $1,237 a year on $10k12.37%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer17.0%

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

1–2JEPQ wins

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

not top 5NVDA5.9%

5.8%TRP.TOnot top 5

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Held in common1.2%

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

CSIO vs JEPQ Returns, Every Period

1Y

CohenSteersCSIO

[…]

past year

JEPQJ.P. Morgan

+7.6%

past year

CSIOJEPQFaded: behind in that period

1–0CSIO wins

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

Thematic vs Income: CSIO vs JEPQ

YTD

CohenSteersCSIO

+16.5%

JEPQJ.P. Morgan

+6.7%

+16.5%Year to date+6.7%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y17.0%

1.8%Yield12.4%

$53.6MAssets$42.5B

1–1level

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

Yields: CSIO, JEPQ, CIBR

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

CSIO1.81%$181

CIBR0.41%$41

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

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

CSIO$181 − $65 = $116

CIBR$41 − $58 = −$17

KeptFee

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

Overlap: CSIO, JEPQ, CIBR

Today

7.6%most shared, JEPQ and CIBR

CSIOJEPQCIBR

CSIO—1.2%0.0%

JEPQ1.2%—7.6%

CIBR0.0%7.6%—

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

Return vs Bumpiness: 3 ETFs

1Y

+25.6%CIBR, at 31.3% volatility

JEPQWorst drop−11.5%17.0% vol

CIBRWorst drop−19.8%31.3% vol

CSIOWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQCIBR

+6.7%Year to date+33.4%

12.4%Yield0.4%

+7.6%Past year+25.6%

0.35%Fee0.58%

2–2level

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, JEPQ and CIBR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CSIO, JEPQ, CIBR