CSMD vs JEPQ

ACSMD

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.0%CSMD and JEPQ

CSMD

JEPQ

Congress SMID Growth ETF · $482MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+13.5%3 years · per year$14,605 · $16,202+17.4%

[…]5 years · per year[…]

0.68%Expense ratio$68 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $1,279 on $10k12.79%

−14.8%Worst dropSmaller wins−11.5%

21.9%VolatilityLower wins16.7%

0–5JEPQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCSMD · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ACSMD	Congress SMID Growth ETFRead Desk		0.68%	0.00%	+2.0%	+4.1%	−0.8%	+13.5%	new	−14.8%	$482M
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	ACSMD	Congress SMID Growth ETFRead Desk		0.68%	0.00%	+2.0%	+4.1%	−0.8%	+13.5%	new	−14.8%	$482M
2	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

CSMD vs JEPQ

CSMD

Congress SMID Growth

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCSMDJEPQ

Fee0.68%0.35%

Cost on $10k a year$68$35

Yield0.00%12.79%

5 years, per year[…][…]

3 years, per year+13.5%+17.4%

Worst drop · 1Y−14.8%−11.5%

Volatility · 1Y21.9%16.7%

5–0measures won
JEPQ first

0.0%

holdings shared

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

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

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

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: CSMD, JEPQ

Today

0.0%most shared, CSMD and JEPQ

CSMDJEPQ

CSMD—0.0%

JEPQ0.0%—

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

CSMD$0 − $68 = −$68

KeptFee

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