Compare · 2 funds side by side · dividends reinvested

CSM and JEPQ

CSMProShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,681CSM · best of the two

02 / 04

CSM and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.04%+11.2%+13.3%+24.3%+12.1%−9.4%12.6%$521M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSM 2009 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $521M$17,681

CSM

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 32.4% in common

CSMMeasureJEPQ

+11.2%Year to dateJan 1 → Nov 4+8.5%

+13.3%1 yearTotal return+9.3%

+24.3%3 years · per year$10,000 became $19,199 · $17,406+20.3%

+12.1%5 years · per year$10,000 became $17,681 · […][…]

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

1.04%Trailing 12-mo yield$104 · $1,217 a year on $10k12.17%

−9.4%Worst dropSmaller is better−8.8%

12.6%VolatilityLower is calmer15.5%

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

4–3CSM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs JEPQ: Top 5 Holdings

Today

CSM

19.6%in top 5

JEPQ

in top 527.9%

CSMStockJEPQ

5.1%NVDA7.1%

4.8%AAPL6.8%

3.8%MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

3.1%IQMMnot top 5

2.7%AMZNnot top 5

Held in common32.4%

End-of-day Nov 4, 2026 · share of each fund

CSM vs JEPQ Returns, Every Period

ProSharesCSM

+13.3%

past year

JEPQJ.P. Morgan

+9.3%

past year

CSMJEPQFaded: behind in that period

3–0CSM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSM vs JEPQ

YTD

ProSharesCSM

+11.2%

JEPQJ.P. Morgan

+8.5%

+11.2%Year to date+8.5%

−9.4%Worst drop · 1Y−8.8%

12.6%Volatility · 1Y15.5%

1.0%Yield12.2%

$521MAssets$42.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

CSM0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSM, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CSM1.04%$104

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CSM$104 − $45 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSM, JEPQ

Today

32.4%most shared, CSM and JEPQ

CSMJEPQ

CSM—32.4%

JEPQ32.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%CSM, at 12.6% volatility

CSMWorst drop−9.4%12.6% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCSM

+8.5%Year to date+11.2%

12.2%Yield1.0%

+9.3%Past year+13.3%

0.35%Fee0.45%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026