Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, JEPQ and JEPI

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

02 / 04

−0.1%

Search ETFs and stocks

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$16,188JEPQ · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

CSSD, EVPF, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.1B1.7

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.78%[…][…][…][…][…][…]$58M2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.26%+2.6%[…][…][…][…][…]$69M3.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

More Ways to See the Pairs

CSSD vs EVPF: Top 5 Holdings

Today

CSSD

2.7%in top 5

EVPF

in top 56.0%

CSSDStockEVPF

not top 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA

Cost, Income and Risk

Fees: CSSD, EVPF, JEPQ, JEPI

Today

0.20%lowest, EVPF

FundExpense ratioFee$10k

EVPF0.20%$20

JEPQ0.35%$35

JEPI0.35%$35

CSSD0.49%$49

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

[…]

CSSD

EVPF

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

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

CSSDMeasureEVPF

+2.6%Year to dateJan 1 → Nov 13[…]

[…]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%

5.26%Trailing 12-mo yield$526 · $378 a year on $10k3.78%

[…]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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%

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 common0.7%

End-of-day Nov 13, 2026 · share of each fund

CSSD vs EVPF Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

EVPFEaton Vance

[…]

past year

Returns […]

CSSDEVPFFaded: behind in that period

0–0Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs JEPQ

YTD

CohenSteersCSSD

+2.6%

JEPQJ.P. Morgan

+6.7%

+2.6%Year to date+6.7%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y17.0%

5.3%Yield12.4%

$69.5MAssets$42.1B

2–0JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: CSSD, EVPF, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

CSSD5.26%$526

EVPF3.78%$378

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

CSSD$526 − $49 = $477

EVPF$378 − $20 = $358

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CSSD, EVPF, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

CSSDEVPFJEPQJEPI

CSSD—0.7%0.0%0.0%

EVPF0.7%—0.0%0.5%

JEPQ0.0%0.0%—28.4%

JEPI0.0%0.5%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+9.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%17.0% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+6.7%Year to date+8.2%

12.4%Yield7.9%

+7.6%Past year+9.6%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Loading…

CSSD, EVPF, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four