CSMD vs JEPQ5YCSMDCSMDAvsBJEPQJEPQCongress SMID Growth ETF · $488MJPMorgan Nasdaq Equity Premium Income ETF · $42.1BReturns · dividends in+13.4%3 years · per year$14,576 · $16,188+17.4%[…]5 years · per year[…]Cost and income0.68%Expense ratio$68 · $35 on $10k · lower wins0.35%0.00%12-mo yield$0 · $1,237 on $10k12.37%
$10,000 in CSMD, JEPQ, VTV5Y$10k startVTV $17.8kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CSMD, JEPQ, VTVToday17.3%most shared, JEPQ and VTVCSMDJEPQVTVCSMD—0.0%0.1%JEPQ0.0%—17.3%VTV0.1%17.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CSMD vs JEPQ5YACSMDCongress SMID Growth[…]vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureCSMDJEPQFee0.68%0.35%Cost on $10k a year$68$35Yield0.00%12.37%5 years, per year[…][…]3 years, per year+13.4%+17.4%Worst drop · 1Y−14.8%−11.5%Volatility · 1Y22.2%
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%$195.9B2ACSMDCongress SMID Growth ETFReadDesk0.68%0.00%−0.4%+6.7%+2.4%+13.4%new−14.8%$488M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.1BEnd-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%$195.9B2ACSMDCongress SMID Growth ETFReadDesk0.68%0.00%−0.4%+6.7%+2.4%+13.4%new−14.8%$488M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.1BEnd-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%$42.1BAssets$47.0B1–1levelEnd-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%$196BAssets$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$116B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: CSMD, JEPQ, VTVToday17.3%most shared, JEPQ and VTVCSMDJEPQVTVCSMD—0.0%0.1%JEPQ0.0%—17.3%VTV0.1%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 = $178CSMD$0 − $68 = −$68KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee