Compare · 3 funds side by side · dividends reinvested

CSM, JEPQ and SCHD

CSMProShares×JEPQJ.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, JEPQ 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%$120B1.4

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.08%+6.7%+9.1%+21.9%+10.9%−9.4%13.2%$499M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.6

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 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CSM

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 31.9% in common

CSMMeasureJEPQ

+6.7%Year to dateJan 1 → Nov 6+3.2%

+9.1%1 yearTotal return+4.5%

+21.9%3 years · per year$10,000 became $18,102 · $16,202+17.4%

+10.9%5 years · per year$10,000 became $16,787 · […][…]

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

1.08%Trailing 12-mo yield$108 · $1,279 a year on $10k12.79%

−9.4%Worst dropSmaller is better−11.5%

13.2%VolatilityLower is calmer16.7%

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

5–2CSM wins

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 JEPQ: Top 5 Holdings

Today

CSM

19.9%in top 5

JEPQ

in top 528.9%

CSMStockJEPQ

5.1%AAPL7.4%

4.6%NVDA6.6%

4.0%MSFT6.1%

not top 5GOOG4.4%

2.9%AMZN4.4%

3.2%IQMMnot top 5

Held in common31.9%

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

CSM vs JEPQ Returns, Every Period

ProSharesCSM

+9.1%

past year

JEPQJ.P. Morgan

+4.5%

past year

CSMJEPQFaded: behind in that period

3–0CSM wins

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

Stocks vs Income: CSM vs JEPQ

YTD

ProSharesCSM

+6.7%

JEPQJ.P. Morgan

+3.2%

+6.7%Year to date+3.2%

−9.4%Worst drop · 1Y−11.5%

13.2%Volatility · 1Y16.7%

1.1%Yield12.8%

$499MAssets$42.6B

3–1CSM wins

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

Cost, Income and Risk

Fees: CSM, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

CSM0.45%$45

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

Yields: CSM, JEPQ, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

CSM1.08%$108

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

SCHD$300 − $6 = $294

CSM$108 − $45 = $63

KeptFee

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

Overlap: CSM, JEPQ, SCHD

Today

31.9%most shared, CSM and JEPQ

CSMJEPQSCHD

CSM—31.9%7.5%

JEPQ31.9%—3.8%

SCHD7.5%3.8%—

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

SCHDWorst drop−6.9%11.7% vol

CSMWorst drop−9.4%13.2% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%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