CSD vs JEPQ

ACSD

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$19,358CSD

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.6%CSD and JEPQ

CSD

JEPQ

Invesco S&P Spin-Off ETF · $211MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+32.5%3 years · per year$23,283 · $17,406+20.3%

+14.1%5 years · per year$19,358 · […][…]

0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%

0.13%12-mo yield$13 · $1,217 on $10k12.17%

−17.6%Worst dropSmaller wins−8.8%

25.5%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSD · JEPQ

4.6%SNDK0.4%

7.6%HONA0.2%

Held in common0.6%

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

Both

5Y2 funds

#			Trend
1	ACSD	Invesco S&P Spin-Off ETFRead Desk		0.66%	0.13%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$211M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Both

5Y2 funds

#			Trend
1	ACSD	Invesco S&P Spin-Off ETFRead Desk		0.66%	0.13%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$211M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

CSD vs JEPQ

CSD

Invesco S&P Spin-Off

$19,358

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCSDJEPQ

Fee0.66%0.35%

Cost on $10k a year$66$35

Yield0.13%12.17%

5 years, per year+14.1%[…]

3 years, per year+32.5%+20.3%

Worst drop · 1Y−17.6%−8.8%

Volatility · 1Y25.5%15.5%

4–1measures won
JEPQ first

0.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSD, JEPQ

Today

0.6%most shared, CSD and JEPQ

CSDJEPQ

CSD—0.6%

JEPQ0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee