Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, JEPQ and BND

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

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$16,284JEPQ · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

CSSD, EVPF, JEPQ and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B1.6

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.6%−0.2%−4.5%4.0%$161B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+2.9%[…][…][…][…][…]$70M2.7

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 10, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · JEPQ 2022 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

More Ways to See the Pairs

JEPQ vs CSSD: Top 5 Holdings

Today

JEPQ

28.0%in top 5

CSSD

in top 52.8%

JEPQStockCSSD

7.2%AAPLnot top 5

6.2%NVDAnot top 5

6.0%MSFTnot top 5

4.3%AMZNnot top 5

4.3%GOOGnot top 5

Cost, Income and Risk

Fees: CSSD, EVPF, JEPQ, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

EVPF0.20%$20

JEPQ0.35%$35

CSSD0.49%$49

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ

CSSD

Cohen & Steers Short Duration Preferred and Income Active ETF · $70M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JEPQMeasureCSSD

+6.0%Year to dateJan 1 → Nov 10+2.9%

+8.8%1 yearTotal return[…]

+17.6%3 years · per year$10,000 became $16,284 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $49 a year on $10k · lower is better0.49%

12.45%Trailing 12-mo yield$1,245 · $524 a year on $10k5.24%

−11.5%Worst dropSmaller is better[…]

16.9%VolatilityLower is calmer[…]

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

3–0JEPQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

JEPQ vs CSSD Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

CSSDCohenSteers

[…]

past year

JEPQCSSDFaded: behind in that period

1–0JEPQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPQ vs CSSD

YTD

J.P. MorganJEPQ

+6.0%

CSSDCohenSteers

+2.9%

+6.0%Year to date+2.9%

−11.5%Worst drop · 1Y[…]

16.9%Volatility · 1Y[…]

12.4%Yield5.2%

$42.0BAssets$69.6M

2–0JEPQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CSSD, EVPF, JEPQ, BND

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

CSSD5.24%$524

BND4.15%$415

EVPF3.71%$371

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

CSSD$524 − $49 = $475

BND$415 − $3 = $412

EVPF$371 − $20 = $351

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSSD, EVPF, JEPQ, BND

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFJEPQBND

CSSD—0.7%0.0%[…]

EVPF0.7%—0.0%[…]

JEPQ0.0%0.0%—[…]

BND[…][…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+8.8%JEPQ, at 16.9% volatility

BNDWorst drop−4.5%4.0% vol

JEPQWorst drop−11.5%16.9% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCSSD

+6.0%Year to date+2.9%

12.4%Yield5.2%

+8.8%Past year[…]

0.35%Fee0.49%

3–0JEPQ wins

End-of-day Nov 10, 2026

−0.7%

4.1%Yield4.2%

$161BAssets$138B

1–0AGG wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CSSD, EVPF, JEPQ and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four