Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, JEPI and BND

CSSDCohenSteers×SCMCSterling Capital×JEPIJ.P. Morgan×BNDVanguard×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$10,823JEPI · best of the four

02 / 04

CSSD, SCMC, JEPI and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.4

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.1

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M2.3

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.41%+1.5%[…][…][…][…][…]$262M3.3

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 · SCMC 2025 · JEPI 2020 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

SCMC

Sterling Capital Multi-Strategy Income ETF · $262M[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

CSSDMeasureSCMC

+2.8%Year to dateJan 1 → Nov 6+1.5%

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $55 a year on $10k · lower is better0.55%

5.25%Trailing 12-mo yield$525 · $441 a year on $10k4.41%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

3–0CSSD 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 SCMC: Top 5 Holdings

Today

CSSD

2.8%in top 5

SCMC

in top 52.9%

CSSDStockSCMC

0.8%APOS1.4%

0.9%RZCnot top 5

not top 5KEY-PI0.5%

not top 5AEFC0.5%

not top 5ATH-PA0.5%

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common0.8%

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

CSSD vs SCMC Returns, Every Period

CohenSteersCSSD

[…]

past year

SCMCSterling Capital

[…]

past year

CSSDSCMCFaded: 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 JEPI

YTD

CohenSteersCSSD

+2.8%

JEPIJ.P. Morgan

+5.3%

+2.8%Year to date+5.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

5.2%Yield8.1%

$69.5MAssets$46.8B

2–0JEPI wins

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

Cost, Income and Risk

Fees: CSSD, SCMC, JEPI, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

JEPI0.35%$35

CSSD0.49%$49

SCMC0.55%$55

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

Yields: CSSD, SCMC, JEPI, BND

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSSD5.25%$525

SCMC4.41%$441

BND4.12%$412

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSSD$525 − $49 = $476

BND$412 − $3 = $409

SCMC$441 − $55 = $386

KeptFee

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

Overlap: CSSD, SCMC, JEPI, BND

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCJEPIBND

CSSD—0.8%0.0%[…]

SCMC0.8%—0.0%[…]

JEPI0.0%0.0%—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+8.2%JEPI, at 8.8% volatility

BNDWorst drop−4.5%4.0% vol

JEPIWorst drop−6.7%8.8% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPICSSD

+5.3%Year to date+2.8%

8.1%Yield5.2%

+8.2%Past year[…]

0.35%Fee0.49%

3–0JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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