CSIO vs JEPQ

ACSIO

BJEPQ

Measures won0–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,324VYM

Lowest cost0.04%VYM · $4 on $10k

Most income12.20%JEPQ · $1,220 on $10k

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

Held in common1.2%CSIO and JEPQ

Cohen & Steers Infrastructure Opportunities Active ETF · $53MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

[…]3 years · per year[…] · $16,525+18.2%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

1.81%12-mo yield$181 · $1,220 on $10k12.20%

Cards for this view

CSIO

Cohen & Steers Infrastructure Opportunities Active

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCSIOJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield1.81%12.20%

5 years, per year[…][…]

3 years, per year[…]+18.2%

Worst drop · 1Y[…]−11.5%

Volatility · 1Y[…]16.9%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.9%	+17.0%	+19.9%	+20.1%	+11.6%	−6.7%	$78.9B
2	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.81%	+0.7%	+16.6%	new	new	new	[…]	$53M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.9%	+17.0%	+19.9%	+20.1%	+11.6%	−6.7%	$78.9B
2	ACSIO	Cohen & Steers Infrastructure Opportunities Active ETFRead Desk	0.65%	1.81%	+0.7%	+16.6%	new	new	new	[…]	$53M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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