Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, JEPI and BND

CSSDCohenSteers×EVPFEaton Vance×JEPIJ.P. Morgan×BNDVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,510JEPI · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

CSSD, EVPF, JEPI and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.18%−1.3%−1.3%+4.3%−0.4%−4.5%4.1%$161B1.9

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$70M2.7

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · JEPI 2020 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

1Y

Eaton Vance Preferred Securities and Income ETF · $58M[…]

More Ways to See the Pairs

EVPF vs BND: Top 5 Holdings

Today

EVPF

5.9%in top 5

BND

in top 5[…]

EVPFStockBND

1.4%AHLnot top 5

1.3%FITB-PMnot top 5

1.3%KEY-PLnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PA

Cost, Income and Risk

Fees: CSSD, EVPF, JEPI, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

EVPF0.20%$20

JEPI0.35%$35

CSSD0.49%$49

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

BND vs AGG

YTD

VanguardBND

−1.3%

AGGiShares

−1.4%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

EVPF

BND

Vanguard Total Bond Market ETF · $161B$9,871

$10,000 one year ago, dividends reinvested

EVPFMeasureBND

[…]Year to dateJan 1 → Nov 12−1.3%

[…]1 yearTotal return−1.3%

[…]3 years · per year$10,000 became […] · $11,344+4.3%

[…]5 years · per year$10,000 became […] · $9,803−0.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

3.77%Trailing 12-mo yield$377 · $418 a year on $10k4.18%

[…]Worst dropSmaller is better−4.5%

[…]VolatilityLower is calmer4.1%

EVPFBND Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2BND wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

EVPF vs BND Returns, Every Period

1Y

Eaton VanceEVPF

[…]

past year

BNDVanguard

−1.3%

past year

Returns […]

EVPFBNDFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

EVPF vs JEPI

YTD

Eaton VanceEVPF

[…]

JEPIJ.P. Morgan

+8.3%

[…]Year to date+8.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

3.8%Yield7.9%

$58.2MAssets$47.3B

1–0JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSSD, EVPF, JEPI, BND

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

CSSD5.25%$525

BND4.18%$418

EVPF3.77%$377

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

CSSD$525 − $49 = $476

BND$418 − $3 = $415

EVPF$377 − $20 = $357

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSSD, EVPF, JEPI, BND

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFJEPIBND

CSSD—0.7%0.0%[…]

EVPF0.7%—0.5%[…]

JEPI0.0%0.5%—[…]

BND[…][…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

BNDWorst drop−4.5%4.1% vol

JEPIWorst drop−6.7%9.0% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSSD

+8.3%Year to date+2.8%

7.9%Yield5.2%

+10.1%Past year[…]

0.35%Fee0.49%

3–0JEPI wins

End-of-day Nov 12, 2026

−1.3%Year to date−1.4%

4.2%Yield4.2%

$161BAssets$137B

1–0BND wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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CSSD, EVPF, JEPI and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four