Compare · 4 funds side by side · dividends reinvested

CSSD, SCHD, JEPQ and BND

CSSDCohenSteers×SCHDSchwab×JEPQJ.P. Morgan×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

CSSD, SCHD, JEPQ and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSSD 2025 · SCHD 2011 · JEPQ 2022 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Cohen & Steers Short Duration Preferred and Income Active ETF · $69M$10,280

CSSD

BND

Vanguard Total Bond Market ETF · $161B$9,999

$10,000 since Jan 1, dividends reinvested

CSSDMeasureBND

+2.8%Year to dateJan 1 → Nov 6−0.0%

[…]1 yearTotal return+0.6%

[…]3 years · per year$10,000 became […] · $11,637+5.2%

[…]5 years · per year$10,000 became […] · $9,974−0.1%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

5.25%Trailing 12-mo yield$525 · $412 a year on $10k4.12%

[…]Worst dropSmaller is better−4.5%

[…]VolatilityLower is calmer4.0%

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

2–1CSSD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs BND: Top 5 Holdings

Today

CSSD

2.8%in top 5

BND

in top 5[…]

CSSDStockBND

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CSSD vs BND Returns, Every Period

CohenSteersCSSD

[…]

past year

BNDVanguard

+0.6%

past year

CSSDBNDFaded: behind in that period

1–0CSSD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs JEPQ

YTD

CohenSteersCSSD

+2.8%

JEPQJ.P. Morgan

+3.2%

+2.8%Year to date+3.2%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.7%

5.2%Yield12.8%

$69.5MAssets$42.6B

2–0JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SCHD, JEPQ, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

CSSD0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, SCHD, JEPQ, BND

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

CSSD5.25%$525

BND4.12%$412

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

CSSD$525 − $49 = $476

BND$412 − $3 = $409

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSSD, SCHD, JEPQ, BND

Today

3.8%most shared, SCHD and JEPQ

CSSDSCHDJEPQBND

CSSD—0.0%0.0%[…]

SCHD0.0%—3.8%[…]

JEPQ0.0%3.8%—[…]

BND[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

CSSDWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026