CSM vs JEPQ

ACSM

BJEPQ

Measures won3–2CSM wins · of 6 · 5Y

$10,000 · 5Y$16,787CSM · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common31.9%CSM and JEPQ

CSM

JEPQ

ProShares - Large Cap Core Plus · $499MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+21.9%3 years · per year$18,102 · $16,202+17.4%

+10.9%5 years · per year$16,787 · […][…]

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

1.08%12-mo yield$108 · $1,279 on $10k12.79%

−9.4%Worst dropSmaller wins−11.5%

13.2%VolatilityLower wins16.7%

3–2CSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · JEPQ

5.1%AAPL7.4%

4.6%NVDA6.6%

4.0%MSFT6.1%

2.9%AMZN4.4%

Held in common31.9%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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 JEPQ

CSM

ProShares - Large Cap Core Plus

$16,787

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCSMJEPQ

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield1.08%12.79%

5 years, per year+10.9%[…]

3 years, per year+21.9%+17.4%

Worst drop · 1Y−9.4%−11.5%

Volatility · 1Y13.2%16.7%

3–2measures won
CSM first

31.9%

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, JEPQ, SCHD

Today

31.9%most shared, CSM and JEPQ

CSMJEPQSCHD

CSM—31.9%7.5%

JEPQ31.9%—3.8%

SCHD7.5%3.8%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

CSM$108 − $45 = $63

KeptFee

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