CSM vs JEPQ

ACSM

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,681CSM

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common32.4%CSM and JEPQ

CSM

JEPQ

ProShares - Large Cap Core Plus · $521MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+24.3%3 years · per year$19,199 · $17,406+20.3%

+12.1%5 years · per year$17,681 · […][…]

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

1.04%12-mo yield$104 · $1,217 on $10k12.17%

−9.4%Worst dropSmaller wins−8.8%

12.6%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSM · JEPQ

5.1%NVDA7.1%

4.8%AAPL6.8%

3.8%MSFT5.6%

2.7%AMZN4.0%

Held in common32.4%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

CSM

ProShares - Large Cap Core Plus

$17,681

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCSMJEPQ

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield1.04%12.17%

5 years, per year+12.1%[…]

3 years, per year+24.3%+20.3%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y12.6%15.5%

3–2measures won
JEPQ first

32.4%

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, JEPQ

Today

32.4%most shared, CSM and JEPQ

CSMJEPQ

CSM—32.4%

JEPQ32.4%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CSM$104 − $45 = $59

KeptFee

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