Compare · 4 funds side by side · dividends reinvested

CSSD, JEPI, VIG and BND

CSSDCohenSteers×JEPIJ.P. Morgan×VIGVanguard×BNDVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

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

Story of the four · RiskSmallest drop

CSSD, JEPI, VIG 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%$46.8B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.18%−1.3%−1.3%+4.3%−0.4%−4.5%4.1%$161B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$70M3.0

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 · JEPI 2020 · VIG 2006 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Cohen & Steers Short Duration Preferred and Income Active ETF · $70M$10,276

More Ways to See the Pairs

CSSD vs JEPI: Top 5 Holdings

Today

CSSD

2.7%in top 5

JEPI

in top 59.7%

CSSDStockJEPI

not top 5MA2.0%

not top 5AAPL2.0%

not top 5MSFT1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: CSSD, JEPI, VIG, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VIG0.04%$4

JEPI0.35%$35

CSSD0.49%$49

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

BND vs AGG

YTD

VanguardBND

−1.3%

AGGiShares

−1.4%

CSSD

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$10,830

$10,000 since Jan 1, dividends reinvested · they hold 0.0% in common

CSSDMeasureJEPI

+2.8%Year to dateJan 1 → Nov 12+8.3%

[…]1 yearTotal return+10.1%

[…]3 years · per year$10,000 became […] · $13,724+11.1%

[…]5 years · per year$10,000 became […] · $14,510+7.7%

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

5.25%Trailing 12-mo yield$525 · $786 a year on $10k7.86%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer9.0%

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

0–3JEPI wins

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

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%RF-PFnot top 5

0.4%MTB-PJnot top 5

Held in common0.0%

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

CSSD vs JEPI Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

JEPIJ.P. Morgan

+10.1%

past year

CSSDJEPIFaded: behind in that period

0–1JEPI wins

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

Bonds vs Income: CSSD vs JEPI

YTD

CohenSteersCSSD

+2.8%

JEPIJ.P. Morgan

+8.3%

+2.8%Year to date+8.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

5.2%Yield7.9%

$69.6MAssets$46.8B

2–0JEPI wins

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

Yields: CSSD, JEPI, VIG, BND

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

CSSD5.25%$525

BND4.18%$418

VIG1.45%$145

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

VIG$145 − $4 = $141

KeptFee

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

Overlap: CSSD, JEPI, VIG, BND

Today

31.6%most shared, JEPI and VIG

CSSDJEPIVIGBND

CSSD—0.0%0.0%[…]

JEPI0.0%—31.6%[…]

VIG0.0%31.6%—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

1Y

+16.9%VIG, at 11.0% volatility

BNDWorst drop−4.5%4.1% vol

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIVIG

+8.3%Year to date+16.0%

7.9%Yield1.4%

+10.1%Past year+16.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

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

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CSSD, JEPI, VIG and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four