CSRE vs JEPI5YCSRECSREAvsBJEPIJEPICohen & Steers Real Estate Active ETF · $712MJPMorgan Equity Premium Income ETF · $47.3BReturns · dividends in[…]3 years · per year[…] · $13,696+11.1%[…]5 years · per year[…] · $14,519+7.7%Cost and income0.70%Expense ratio$70 · $35 on $10k · lower wins0.35%1.99%12-mo yield$199 · $787 on $10k7.87%
Overlap: CSRE, JEPI, VIGToday31.6%most shared, JEPI and VIGCSREJEPIVIGCSRE—1.3%0.0%JEPI1.3%—31.6%VIG0.0%31.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CSRE vs JEPI5YACSRECohen & Steers Real Estate Active[…]vsJEPIBJPMorgan Equity Premium Income$14,519MeasureCSREJEPIFee0.70%0.35%Cost on $10k a year$70$35Yield1.99%7.87%5 years, per year[…]+7.7%3 years, per year[…]+11.1%Worst drop · 1Y−10.6%−6.7%Volatility · 1Y14.0%9.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3ACSRECohen & Steers Real Estate Active ETFReadDesk0.70%1.99%0.0%+14.9%+12.9%newnew−10.6%$712MEnd-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▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3ACSRECohen & Steers Real Estate Active ETFReadDesk0.70%1.99%0.0%+14.9%+12.9%newnew−10.6%$712MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
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
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%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
Overlap: CSRE, JEPI, VIGToday31.6%most shared, JEPI and VIGCSREJEPIVIGCSRE—1.3%0.0%JEPI1.3%—31.6%VIG0.0%31.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752VIG$145 − $4 = $141CSRE$199 − $70 = $129KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee