CSM vs JEPI

ACSM

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,122CSM · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income7.93%JEPI · $793 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 · $499MJPMorgan Equity Premium Income ETF · $45.2B

+22.2%3 years · per year$18,244 · $13,679+11.0%

+11.4%5 years · per year$17,122 · $14,448+7.6%

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

1.06%12-mo yield$106 · $793 on $10k7.93%

−9.4%Worst dropSmaller wins−6.7%

13.3%VolatilityLower wins9.0%

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%

4.7%NVDA1.7%

Held in common30.8%

End-of-day Nov 9, 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%	1.06%	+2.3%	+9.1%	+13.1%	+22.2%	+11.4%	−9.4%	$499M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 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%	1.06%	+2.3%	+9.1%	+13.1%	+22.2%	+11.4%	−9.4%	$499M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 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

$17,122

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureCSMJEPI

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield1.06%7.93%

5 years, per year+11.4%+7.6%

3 years, per year+22.2%+11.0%

Worst drop · 1Y−9.4%−6.7%

Volatility · 1Y13.3%9.0%

4–2measures won
JEPI first

30.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: CSM, JEPI, VUG

Today

34.8%most shared, CSM and VUG

CSMJEPIVUG

CSM—30.8%34.8%

JEPI30.8%—27.3%

VUG34.8%27.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CSM$106 − $45 = $61

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee