CSM vs JEPQ5YCSMCSMAvsBJEPQJEPQProShares - Large Cap Core Plus · $509MJPMorgan Nasdaq Equity Premium Income ETF · $42.5BReturns · dividends in+21.7%3 years · per year$18,009 · $16,188+17.4%+11.1%5 years · per year$16,889 · […][…]Cost and income0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%1.06%12-mo yield$106 · $1,237 on $10k
Overlap: CSM, JEPQ, VTVToday32.3%most shared, CSM and JEPQCSMJEPQVTVCSM—32.3%32.1%JEPQ32.3%—17.3%VTV32.1%17.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CSM vs JEPQ5YACSMProShares - Large Cap Core Plus$16,889vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureCSMJEPQFee0.45%0.35%Cost on $10k a year$45$35Yield1.06%12.37%5 years, per year+11.1%[…]3 years, per year+21.7%+17.4%Worst drop · 1Y−9.4%−11.5%Volatility · 1Y13.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2ACSMProShares - Large Cap Core PlusReadDesk0.45%1.06%−0.2%+9.3%+10.6%+21.7%+11.1%−9.4%$509M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2ACSMProShares - Large Cap Core PlusReadDesk0.45%1.06%−0.2%+9.3%+10.6%+21.7%+11.1%−9.4%$509M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: CSM, JEPQ, VTVToday32.3%most shared, CSM and JEPQCSMJEPQVTVCSM—32.3%32.1%JEPQ32.3%—17.3%VTV32.1%17.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,202most kept, JEPQJEPQ$1,237 − $35 = $1,202VTV$181 − $3 = $178CSM$106 − $45 = $61KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee