CSMD vs JEPQ5YCSMDCSMDAvsBJEPQJEPQCongress SMID Growth ETF · $462MJPMorgan Nasdaq Equity Premium Income ETF · $40.7BReturns · dividends in+13.3%3 years · per year$14,529 · $16,284+17.6%[…]5 years · per year[…]Cost and income0.68%Expense ratio$68 · $35 on $10k · lower wins0.35%0.00%12-mo yield$0 · $1,245 on $10k12.45%
$10,000 in CSMD, JEPQ, VUG5Y$10k startVUG $16.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CSMD, JEPQ, VUGToday51.5%most shared, JEPQ and VUGCSMDJEPQVUGCSMD—0.0%0.0%JEPQ0.0%—51.5%VUG0.0%51.5%—End-of-day Nov 10, 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%12.45%5 years, per year[…][…]3 years, per year+13.3%+17.6%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▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2ACSMDCongress SMID Growth ETFReadDesk0.68%0.00%−1.1%+7.2%+4.7%+13.3%new−14.8%$462M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.45%−0.5%+6.0%+8.8%+17.6%new−11.5%$40.7BEnd-of-day Nov 10, 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▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2ACSMDCongress SMID Growth ETFReadDesk0.68%0.00%−1.1%+7.2%+4.7%+13.3%new−14.8%$462M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.45%−0.5%+6.0%+8.8%+17.6%new−11.5%$40.7BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
Overlap: CSMD, JEPQ, VUGToday51.5%most shared, JEPQ and VUGCSMDJEPQVUGCSMD—0.0%0.0%JEPQ0.0%—51.5%VUG0.0%51.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,210most kept, JEPQJEPQ$1,245 − $35 = $1,210VUG$41 − $3 = $38CSMD$0 − $68 = −$68KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee