Compare · 4 funds side by side · dividends reinvested

CSSD, JEPQ, VIG and BND

CSSDCohenSteers×JEPQJ.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 incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

CSSD, JEPQ, VIG and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.18%−1.3%−1.3%+4.3%−0.4%−4.5%4.1%$161B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.3

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 · JEPQ 2022 · 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 JEPQ: Top 5 Holdings

Today

CSSD

2.7%in top 5

JEPQ

in top 527.3%

CSSDStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: CSSD, JEPQ, VIG, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VIG0.04%$4

JEPQ0.35%$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

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B$10,784

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

CSSDMeasureJEPQ

+2.8%Year to dateJan 1 → Nov 12+7.8%

[…]1 yearTotal return+8.8%

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

[…]5 years · per year[…]

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

5.25%Trailing 12-mo yield$525 · $1,224 a year on $10k12.24%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.9%

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

0–3JEPQ 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 JEPQ Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

JEPQJ.P. Morgan

+8.8%

past year

CSSDJEPQFaded: behind in that period

0–1JEPQ wins

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

Bonds vs Income: CSSD vs JEPQ

YTD

CohenSteersCSSD

+2.8%

JEPQJ.P. Morgan

+7.8%

+2.8%Year to date+7.8%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

5.2%Yield12.2%

$69.6MAssets$41.8B

2–0JEPQ wins

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

Yields: CSSD, JEPQ, VIG, BND

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

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

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

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, JEPQ, VIG, BND

Today

26.6%most shared, JEPQ and VIG

CSSDJEPQVIGBND

CSSD—0.0%0.0%[…]

JEPQ0.0%—26.6%[…]

VIG0.0%26.6%—[…]

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

VIGWorst drop−7.9%11.0% vol

JEPQWorst drop−11.5%16.9% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQVIG

+7.8%Year to date+16.0%

12.2%Yield1.4%

+8.8%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, JEPQ, VIG and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four