Compare · 3 funds side by side · dividends reinvested

CSM, JEPI and SCHD

CSMProShares×JEPIJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,787CSM · best of the three

02 / 04

CSM, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSM 2009 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $499M$16,787

CSM

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 30.4% in common

CSMMeasureJEPI

+6.7%Year to dateJan 1 → Nov 6+5.3%

+9.1%1 yearTotal return+8.2%

+21.9%3 years · per year$10,000 became $18,102 · $13,562+10.7%

+10.9%5 years · per year$10,000 became $16,787 · $14,118+7.1%

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

1.08%Trailing 12-mo yield$108 · $809 a year on $10k8.09%

−9.4%Worst dropSmaller is better−6.7%

13.2%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

CSM vs JEPI: Top 5 Holdings

Today

CSM

19.9%in top 5

JEPI

in top 59.9%

CSMStockJEPI

5.1%AAPL2.0%

4.6%NVDAnot top 5

4.0%MSFT2.0%

3.2%IQMMnot top 5

2.9%AMZNnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common30.4%

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

CSM vs JEPI Returns, Every Period

ProSharesCSM

+10.9%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

CSMJEPIFaded: behind in that period

4–0CSM wins

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

Stocks vs Income: CSM vs JEPI

YTD

ProSharesCSM

+6.7%

JEPIJ.P. Morgan

+5.3%

+6.7%Year to date+5.3%

−9.4%Worst drop · 1Y−6.7%

13.2%Volatility · 1Y8.8%

1.1%Yield8.1%

$499MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: CSM, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

CSM0.45%$45

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

Yields: CSM, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

CSM1.08%$108

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

CSM$108 − $45 = $63

KeptFee

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

Overlap: CSM, JEPI, SCHD

Today

30.4%most shared, CSM and JEPI

CSMJEPISCHD

CSM—30.4%7.5%

JEPI30.4%—8.2%

SCHD7.5%8.2%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

CSMWorst drop−9.4%13.2% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026