Compare · 3 funds side by side · dividends reinvested

CSM, JEPI and VUG

CSMProShares×JEPIJ.P. Morgan×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,122CSM · best of the three

02 / 04

CSM, JEPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.1%+13.1%+22.2%+11.4%−9.4%13.3%$499M1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSM 2009 · JEPI 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $499M$17,122

CSM

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

CSMMeasureJEPI

+9.1%Year to dateJan 1 → Nov 9+7.5%

+13.1%1 yearTotal return+10.9%

+22.2%3 years · per year$10,000 became $18,244 · $13,679+11.0%

+11.4%5 years · per year$10,000 became $17,122 · $14,448+7.6%

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

1.06%Trailing 12-mo yield$106 · $793 a year on $10k7.93%

−9.4%Worst dropSmaller is better−6.7%

13.3%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 9, 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%

4.7%NVDAnot top 5

4.0%MSFT2.0%

3.2%IQMMnot top 5

2.9%AMZNnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common30.8%

End-of-day Nov 9, 2026 · share of each fund

CSM vs JEPI Returns, Every Period

ProSharesCSM

+11.4%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

CSMJEPIFaded: behind in that period

4–0CSM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSM vs JEPI

YTD

ProSharesCSM

+9.1%

JEPIJ.P. Morgan

+7.5%

+9.1%Year to date+7.5%

−9.4%Worst drop · 1Y−6.7%

13.3%Volatility · 1Y9.0%

1.1%Yield7.9%

$499MAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, JEPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JEPI0.35%$35

CSM0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSM, JEPI, VUG

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CSM1.06%$106

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CSM$106 − $45 = $61

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSM, JEPI, VUG

Today

34.8%most shared, CSM and VUG

CSMJEPIVUG

CSM—30.8%34.8%

JEPI30.8%—27.3%

VUG34.8%27.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.1%CSM, at 13.3% volatility

JEPIWorst drop−6.7%9.0% vol

CSMWorst drop−9.4%13.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSM

+7.5%Year to date+9.1%

7.9%Yield1.1%

+10.9%Past year+13.1%

0.35%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026