Compare · 3 funds side by side · dividends reinvested

CSIO, JEPQ and VIG

CSIOCohenSteers×JEPQJ.P. Morgan×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

CSIO, JEPQ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.4

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.85%+13.9%[…][…][…][…][…]$54M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSIO 2025 · JEPQ 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CSIO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

CSIOMeasureJEPQ

+13.9%Year to dateJan 1 → Nov 6+3.2%

[…]1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

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

1.85%Trailing 12-mo yield$185 · $1,279 a year on $10k12.79%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.7%

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

1–2JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSIO vs JEPQ: Top 5 Holdings

Today

CSIO

31.7%in top 5

JEPQ

in top 528.9%

CSIOStockJEPQ

not top 5AAPL7.4%

7.3%CSXnot top 5

6.7%NEEnot top 5

not top 5NVDA6.6%

not top 5MSFT6.1%

6.1%ETRnot top 5

5.9%WMBnot top 5

5.7%TRP.TOnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common1.3%

End-of-day Nov 6, 2026 · share of each fund

CSIO vs JEPQ Returns, Every Period

CohenSteersCSIO

[…]

past year

JEPQJ.P. Morgan

+4.5%

past year

CSIOJEPQFaded: behind in that period

1–0CSIO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CSIO vs JEPQ

YTD

CohenSteersCSIO

+13.9%

JEPQJ.P. Morgan

+3.2%

+13.9%Year to date+3.2%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.7%

1.9%Yield12.8%

$54.5MAssets$42.6B

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSIO, JEPQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

CSIO0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSIO, JEPQ, VIG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

CSIO1.85%$185

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VIG$150 − $4 = $146

CSIO$185 − $65 = $120

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSIO, JEPQ, VIG

Today

26.2%most shared, JEPQ and VIG

CSIOJEPQVIG

CSIO—1.3%2.2%

JEPQ1.3%—26.2%

VIG2.2%26.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

JEPQWorst drop−11.5%16.7% vol

CSIOWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCSIO

+3.2%Year to date+13.9%

12.8%Yield1.9%

+4.5%Past year[…]

0.35%Fee0.65%

2–1JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026