CSD vs JEPQ5YCSDCSDAvsBJEPQJEPQInvesco S&P Spin-Off ETF · $212MJPMorgan Nasdaq Equity Premium Income ETF · $42.5BReturns · dividends in+32.3%3 years · per year$23,158 · $16,188+17.4%+15.4%5 years · per year$20,430 · […][…]Cost and income0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%0.12%12-mo yield$12 · $1,237 on $10k12.37%
Overlap: CSD, JEPQ, VTVToday17.3%most shared, JEPQ and VTVCSDJEPQVTVCSD—0.6%0.4%JEPQ0.6%—17.3%VTV0.4%17.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CSD vs JEPQ5YACSDInvesco S&P Spin-Off$20,430vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureCSDJEPQFee0.66%0.35%Cost on $10k a year$66$35Yield0.12%12.37%5 years, per year+15.4%[…]3 years, per year+32.3%+17.4%Worst drop · 1Y−17.6%−11.5%Volatility · 1Y25.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ACSDInvesco S&P Spin-Off ETFReadDesk0.66%0.12%−0.5%+29.6%+30.4%+32.3%+15.4%−17.6%$212M2VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ACSDInvesco S&P Spin-Off ETFReadDesk0.66%0.12%−0.5%+29.6%+30.4%+32.3%+15.4%−17.6%$212M2VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: CSD, JEPQ, VTVToday17.3%most shared, JEPQ and VTVCSDJEPQVTVCSD—0.6%0.4%JEPQ0.6%—17.3%VTV0.4%17.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,202most kept, JEPQJEPQ$1,237 − $35 = $1,202VTV$181 − $3 = $178CSD$12 − $66 = −$54KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee