CSM vs JEPI

ACSM

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,787CSM · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common30.4%CSM and JEPI

CSM

JEPI

ProShares - Large Cap Core Plus · $499MJPMorgan Equity Premium Income ETF · $46.8B

+21.9%3 years · per year$18,102 · $13,562+10.7%

+10.9%5 years · per year$16,787 · $14,118+7.1%

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

1.08%12-mo yield$108 · $809 on $10k8.09%

−9.4%Worst dropSmaller wins−6.7%

13.2%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · JEPI

4.0%MSFT2.0%

5.1%AAPL2.0%

2.9%AMZN1.9%

4.6%NVDA1.6%

Held in common30.4%

End-of-day Nov 6, 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	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 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

$16,787

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureCSMJEPI

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield1.08%8.09%

5 years, per year+10.9%+7.1%

3 years, per year+21.9%+10.7%

Worst drop · 1Y−9.4%−6.7%

Volatility · 1Y13.2%8.8%

4–2measures won
JEPI first

30.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CSM, JEPI, SCHD

Today

30.4%most shared, CSM and JEPI

CSMJEPISCHD

CSM—30.4%7.5%

JEPI30.4%—8.2%

SCHD7.5%8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

CSM$108 − $45 = $63

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee