Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, JEPQ and BND

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

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$9,803BND · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

CSSD, EVPF, JEPQ and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B1.6

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.18%−1.3%−1.3%+4.3%−0.4%−4.5%4.1%$161B1.8

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 · JEPQ 2022 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

3Y

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B$16,406

More Ways to See the Pairs

JEPQ vs CSSD: Top 5 Holdings

Today

JEPQ

27.3%in top 5

CSSD

in top 52.7%

JEPQStockCSSD

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Cost, Income and Risk

Fees: CSSD, EVPF, JEPQ, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

EVPF0.20%$20

JEPQ0.35%$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%

$41.8BAssets$46.8B

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%

JEPQ

CSSD

Cohen & Steers Short Duration Preferred and Income Active ETF · $70M[…]

$10,000 three years ago, dividends reinvested · they hold 0.0% in common

JEPQMeasureCSSD

+7.8%Year to dateJan 1 → Nov 12+2.8%

+8.8%1 yearTotal return[…]

+17.9%3 years · per year$10,000 became $16,406 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $49 a year on $10k · lower is better0.49%

12.24%Trailing 12-mo yield$1,224 · $525 a year on $10k5.25%

−11.5%Worst dropSmaller is better[…]

16.9%VolatilityLower is calmer[…]

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

3–0JEPQ wins

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

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5RF-PF0.4%

not top 5MTB-PJ0.4%

Held in common0.0%

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

JEPQ vs CSSD Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

CSSDCohenSteers

[…]

past year

JEPQCSSDFaded: behind in that period

1–0JEPQ wins

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

Income vs Bonds: JEPQ vs CSSD

YTD

J.P. MorganJEPQ

+7.8%

CSSDCohenSteers

+2.8%

+7.8%Year to date+2.8%

−11.5%Worst drop · 1Y[…]

16.9%Volatility · 1Y[…]

12.2%Yield5.2%

$41.8BAssets$69.6M

2–0JEPQ wins

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

Yields: CSSD, EVPF, JEPQ, BND

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

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

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

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, JEPQ, BND

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFJEPQBND

CSSD—0.7%0.0%[…]

EVPF0.7%—0.0%[…]

JEPQ0.0%0.0%—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

1Y

+8.8%JEPQ, at 16.9% volatility

BNDWorst drop−4.5%4.1% vol

JEPQWorst drop−11.5%16.9% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQCSSD

+7.8%Year to date+2.8%

12.2%Yield5.2%

+8.8%Past year[…]

0.35%Fee0.49%

3–0JEPQ wins

End-of-day Nov 12, 2026

−1.3%Year to date−1.4%

4.2%Yield4.2%

$161BAssets$138B

1–0BND wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

CSSD, EVPF, JEPQ and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four