Compare · 2 funds side by side · dividends reinvested

CSMD and JEPI

CSMDCongress×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

CSMD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.1

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+4.1%−0.8%+13.5%[…]−14.8%21.9%$482M1.9

Rank among the two1st → 2ndFee, 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: CSMD 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $482M[…]

CSMD

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

CSMDMeasureJEPI

+4.1%Year to dateJan 1 → Nov 6+5.3%

−0.8%1 yearTotal return+8.2%

+13.5%3 years · per year$10,000 became $14,605 · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.68%Expense ratio$68 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $809 a year on $10k8.09%

−14.8%Worst dropSmaller is better−6.7%

21.9%VolatilityLower is calmer8.8%

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

1–6JEPI wins

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

More Ways to See the Pairs

CSMD vs JEPI: Top 5 Holdings

Today

CSMD

18.4%in top 5

JEPI

in top 59.9%

CSMDStockJEPI

4.5%HALOnot top 5

4.0%RBRKnot top 5

3.5%RGENnot top 5

3.3%BJnot top 5

3.2%UFPTnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common0.1%

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

CSMD vs JEPI Returns, Every Period

CongressCSMD

−0.8%

past year

JEPIJ.P. Morgan

+8.2%

past year

CSMDJEPIFaded: behind in that period

1–2JEPI wins

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

Stocks vs Income: CSMD vs JEPI

YTD

CongressCSMD

+4.1%

JEPIJ.P. Morgan

+5.3%

+4.1%Year to date+5.3%

−14.8%Worst drop · 1Y−6.7%

21.9%Volatility · 1Y8.8%

0.0%Yield8.1%

$482MAssets$46.8B

4–0JEPI wins

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

Cost, Income and Risk

Fees: CSMD, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

CSMD0.68%$68

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

Yields: CSMD, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSMD0.00%$0

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSMD$0 − $68 = −$68

KeptFee

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

Overlap: CSMD, JEPI

Today

0.1%most shared, CSMD and JEPI

CSMDJEPI

CSMD—0.1%

JEPI0.1%—

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

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

CSMDWorst drop−14.8%21.9% vol

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

Paid More vs Made More

YTD

JEPICSMD

+5.3%Year to date+4.1%

8.1%Yield0.0%

+8.2%Past year−0.8%

0.35%Fee0.68%

4–0JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

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