Compare · 3 funds side by side · dividends reinvested

CSMD, JEPQ and JEPI

CSMDCongress×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

CSMD, JEPQ 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%$46.8B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.7

Congress SMID Growth ETFUS Stock Styles · Growth0.68%0.00%+4.1%−0.8%+13.5%[…]−14.8%21.9%$482M2.7

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: CSMD 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Congress SMID Growth ETF · $482M[…]

CSMD

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSMDMeasureJEPQ

+4.1%Year to dateJan 1 → Nov 6+3.2%

−0.8%1 yearTotal return+4.5%

+13.5%3 years · per year$10,000 became $14,605 · $16,202+17.4%

[…]5 years · per year[…]

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

0.00%Trailing 12-mo yield$0 · $1,279 a year on $10k12.79%

−14.8%Worst dropSmaller is better−11.5%

21.9%VolatilityLower is calmer16.7%

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

1–6JEPQ 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 JEPQ: Top 5 Holdings

Today

CSMD

18.4%in top 5

JEPQ

in top 528.9%

CSMDStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

4.5%HALOnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

4.0%RBRKnot top 5

3.5%RGENnot top 5

3.3%BJnot top 5

3.2%UFPTnot top 5

Held in common0.0%

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

CSMD vs JEPQ Returns, Every Period

CongressCSMD

−0.8%

past year

JEPQJ.P. Morgan

+4.5%

past year

CSMDJEPQFaded: behind in that period

1–2JEPQ wins

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

Stocks vs Income: CSMD vs JEPQ

YTD

CongressCSMD

+4.1%

JEPQJ.P. Morgan

+3.2%

+4.1%Year to date+3.2%

−14.8%Worst drop · 1Y−11.5%

21.9%Volatility · 1Y16.7%

0.0%Yield12.8%

$482MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: CSMD, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

CSMD0.68%$68

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

Yields: CSMD, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

CSMD0.00%$0

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

JEPI$809 − $35 = $774

CSMD$0 − $68 = −$68

KeptFee

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

Overlap: CSMD, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

CSMDJEPQJEPI

CSMD—0.0%0.1%

JEPQ0.0%—26.8%

JEPI0.1%26.8%—

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

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−11.5%16.7% 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

JEPQJEPI

+3.2%Year to date+5.3%

12.8%Yield8.1%

+4.5%Past year+8.2%

0.35%Fee0.35%

2–1JEPI 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

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