Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, JEPQ and VCIT

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

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$10,919JEPQ · best of the four

02 / 04

CSSD, EVPF, JEPQ and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.6

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.7

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.71%[…][…][…][…][…][…]$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 9, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · JEPQ 2022 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Short Duration Preferred and Income Active ETF · $69M[…]

CSSD

EVPF

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

CSSDMeasureEVPF

+3.4%Year to dateJan 1 → Nov 9[…]

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $20 a year on $10k · lower is better0.20%

5.22%Trailing 12-mo yield$522 · $371 a year on $10k3.71%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs EVPF: Top 5 Holdings

Today

CSSD

2.8%in top 5

EVPF

in top 55.9%

CSSDStockEVPF

not top 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

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 common0.7%

End-of-day Nov 9, 2026 · share of each fund

CSSD vs EVPF Returns, Every Period

CohenSteersCSSD

[…]

past year

EVPFEaton Vance

[…]

past year

Returns […]

CSSDEVPFFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs JEPQ

YTD

CohenSteersCSSD

+3.4%

JEPQJ.P. Morgan

+6.6%

+3.4%Year to date+6.6%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

5.2%Yield12.4%

$69.5MAssets$40.7B

2–0JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, EVPF, JEPQ, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

EVPF0.20%$20

JEPQ0.35%$35

CSSD0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, EVPF, JEPQ, VCIT

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

CSSD5.22%$522

VCIT5.02%$502

EVPF3.71%$371

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VCIT$502 − $3 = $499

CSSD$522 − $49 = $473

EVPF$371 − $20 = $351

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSSD, EVPF, JEPQ, VCIT

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFJEPQVCIT

CSSD—0.7%0.0%[…]

EVPF0.7%—0.0%[…]

JEPQ0.0%0.0%—[…]

VCIT[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.2%JEPQ, at 16.9% volatility

VCITWorst drop−4.9%4.5% vol

JEPQWorst drop−11.5%16.9% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCSSD

+6.6%Year to date+3.4%

12.4%Yield5.2%

+9.2%Past year[…]

0.35%Fee0.49%

3–0JEPQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026