CSM vs JEPI

ACSM

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,681CSM · JEPI $14,635

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common30.8%CSM and JEPI

CSM

JEPI

ProShares - Large Cap Core Plus · $521MJPMorgan Equity Premium Income ETF · $46.1B

+24.3%3 years · per year$19,199 · $14,269+12.6%

+12.1%5 years · per year$17,681 · $14,635+7.9%

0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%

1.04%12-mo yield$104 · $783 on $10k7.83%

−9.4%Worst dropSmaller wins−6.7%

12.6%VolatilityLower wins8.1%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSM · JEPI

3.8%MSFT1.9%

4.8%AAPL1.9%

2.7%AMZN1.8%

5.1%NVDA1.7%

Held in common30.8%

End-of-day Nov 4, 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	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$521M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$521M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSM vs JEPI

CSM

ProShares - Large Cap Core Plus

$17,682

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureCSMJEPI

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield1.04%7.83%

5 years, per year+12.1%+7.9%

3 years, per year+24.3%+12.6%

Worst drop · 1Y−9.4%−6.7%

Volatility · 1Y12.6%8.1%

4–2measures won
JEPI first

30.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CSM, JEPI

Today

30.8%most shared, CSM and JEPI

CSMJEPI

CSM—30.8%

JEPI30.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

CSM$104 − $45 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee