CSB vs JEPI

ACSB

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · JEPI $14,448

Lowest cost0.03%VUG · $3 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%CSB and JEPI

CSB

JEPI

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244MJPMorgan Equity Premium Income ETF · $45.2B

+15.1%3 years · per year$15,235 · $13,679+11.0%

+5.7%5 years · per year$13,187 · $14,448+7.6%

0.39%Expense ratio$39 · $35 on $10k · lower wins0.35%

3.08%12-mo yield$308 · $793 on $10k7.93%

−9.5%Worst dropSmaller wins−6.7%

13.0%VolatilityLower wins9.0%

1–5JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSB · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.08%	+1.7%	+17.4%	+21.7%	+15.1%	+5.7%	−9.5%	$244M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.08%	+1.7%	+17.4%	+21.7%	+15.1%	+5.7%	−9.5%	$244M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSB vs JEPI

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,187

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureCSBJEPI

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield3.08%7.93%

5 years, per year+5.7%+7.6%

3 years, per year+15.1%+11.0%

Worst drop · 1Y−9.5%−6.7%

Volatility · 1Y13.0%9.0%

5–1measures won
JEPI first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: CSB, JEPI, VUG

Today

27.3%most shared, JEPI and VUG

CSBJEPIVUG

CSB—0.0%0.0%

JEPI0.0%—27.3%

VUG0.0%27.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CSB$308 − $39 = $269

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee