Compare · 3 funds side by side · dividends reinvested

CSM, JEPQ and SCHD

CSMProShares×JEPQJ.P. Morgan×SCHDSchwab×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,889CSM · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

CSM, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.4

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.05%+9.5%+11.3%+21.8%+11.2%−9.4%13.3%$510M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$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 13, 2026 · returns include dividends · since: CSM 2009 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $510M$16,889

CSM

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

CSMMeasure

More Ways to See the Pairs

CSM vs SCHD: Top 5 Holdings

Today

CSM

19.2%in top 5

SCHD

in top 521.7%

CSMStockSCHD

5.1%AAPLnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

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 13, 2026 · fee on $10,000 a year

Yields: CSM, JEPQ, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

SCHD

+9.5%Year to dateJan 1 → Nov 13+34.2%

+11.3%1 yearTotal return+36.8%

+21.8%3 years · per year$10,000 became $18,053 · $17,257+19.9%

+11.2%5 years · per year$10,000 became $16,970 · $16,429+10.4%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

1.05%Trailing 12-mo yield$105 · $293 a year on $10k2.93%

−9.4%Worst dropSmaller is better−6.9%

13.3%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.2%NVDAnot top 5

not top 5AMGN4.1%

3.8%MSFTnot top 5

3.1%IQMMnot top 5

2.9%AMZNnot top 5

Held in common7.4%

End-of-day Nov 13, 2026 · share of each fund

CSM vs SCHD Returns, Every Period

5Y

ProSharesCSM

+11.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CSMSCHDFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSM vs JEPQ

YTD

ProSharesCSM

+9.5%

JEPQJ.P. Morgan

+7.8%

+9.5%Year to date+7.8%

−9.4%Worst drop · 1Y−11.5%

13.3%Volatility · 1Y16.9%

1.1%Yield12.2%

$510MAssets$42.6B

3–1CSM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

SCHD2.93%$293

CSM1.05%$105

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

SCHD$293 − $6 = $287

CSM$105 − $45 = $60

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CSM, JEPQ, SCHD

Today

32.2%most shared, CSM and JEPQ

CSMJEPQSCHD

CSM—32.2%7.4%

JEPQ32.2%—3.8%

SCHD7.4%3.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CSMWorst drop−9.4%13.3% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+7.8%Year to date+34.2%

12.2%Yield2.9%

+8.8%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 13, 2026

Loading…

CSM, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three