Compare · 3 funds side by side · dividends reinvested

CSRE, JEPQ and JEPI

CSRECohenSteers×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

CSRE, 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%$46.8B1.5

Cohen & Steers Real Estate Active ETFSectors · Real estate0.70%2.01%+13.9%+13.7%[…][…]−10.6%14.1%$688M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.1

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: CSRE 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Real Estate Active ETF · $688M[…]

CSRE

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

CSREMeasureJEPQ

+13.9%Year to dateJan 1 → Nov 6+3.2%

+13.7%1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

2.01%Trailing 12-mo yield$201 · $1,279 a year on $10k12.79%

−10.6%Worst dropSmaller is better−11.5%

14.1%VolatilityLower is calmer16.7%

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

4–2CSRE wins

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

More Ways to See the Pairs

CSRE vs JEPQ: Top 5 Holdings

Today

CSRE

40.0%in top 5

JEPQ

in top 528.9%

CSREStockJEPQ

15.5%WELLnot top 5

not top 5AAPL7.4%

6.6%DLRnot top 5

not top 5NVDA6.6%

6.3%CCInot top 5

not top 5MSFT6.1%

5.8%PLDnot top 5

5.8%EQIXnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common0.2%

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

CSRE vs JEPQ Returns, Every Period

CohenSteersCSRE

+13.7%

past year

JEPQJ.P. Morgan

+4.5%

past year

CSREJEPQFaded: behind in that period

2–0CSRE wins

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

Sector vs Income: CSRE vs JEPQ

YTD

CohenSteersCSRE

+13.9%

JEPQJ.P. Morgan

+3.2%

+13.9%Year to date+3.2%

−10.6%Worst drop · 1Y−11.5%

14.1%Volatility · 1Y16.7%

2.0%Yield12.8%

$688MAssets$42.6B

3–1CSRE wins

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

Cost, Income and Risk

Fees: CSRE, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

CSRE0.70%$70

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

Yields: CSRE, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

CSRE2.01%$201

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

CSRE$201 − $70 = $131

KeptFee

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

Overlap: CSRE, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

CSREJEPQJEPI

CSRE—0.2%1.3%

JEPQ0.2%—26.8%

JEPI1.3%26.8%—

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

Return vs Bumpiness: 3 ETFs

+13.7%CSRE, at 14.1% volatility

JEPIWorst drop−6.7%8.8% vol

CSREWorst drop−10.6%14.1% 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

JEPQCSRE

+3.2%Year to date+13.9%

12.8%Yield2.0%

+4.5%Past year+13.7%

0.35%Fee0.70%

2–2level

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