Compare · 3 funds side by side · dividends reinvested

CSSD, SCMC and JEPI

CSSDCohenSteers×SCMCSterling Capital×JEPIJ.P. Morgan×

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$13,634JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

CSSD, SCMC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.0

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+2.9%[…][…][…][…][…]$69M2.0

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.40%+1.6%[…][…][…][…][…]$262M3.0

Rank among the three1st → 3rdFee, 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 · SCMC 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

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%APOS1.5%

0.9%RZCnot top 5

not top 5KEY-PI0.5%

not top 5AEFC0.5%

not top 5ATH-PA

Cost, Income and Risk

Fees: CSSD, SCMC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

CSSD0.49%$49

SCMC0.55%$55

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

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

CSSD

Measure

SCMC

+2.9%Year to dateJan 1 → Nov 10+1.6%

[…]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%

5.24%Trailing 12-mo yield$524 · $440 a year on $10k4.40%

[…]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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%

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 10, 2026 · share of each fund

CSSD vs SCMC Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

SCMCSterling Capital

[…]

past year

CSSDSCMCFaded: behind in that period

1–0CSSD wins

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

Bonds vs Income: CSSD vs JEPI

YTD

CohenSteersCSSD

+2.9%

JEPIJ.P. Morgan

+7.6%

+2.9%Year to date+7.6%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

5.2%Yield7.9%

$69.5MAssets$45.2B

2–0JEPI wins

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

Yields: CSSD, SCMC, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

CSSD5.24%$524

SCMC4.40%$440

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

CSSD$524 − $49 = $475

SCMC$440 − $55 = $385

KeptFee

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

Overlap: CSSD, SCMC, JEPI

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCJEPI

CSSD—0.8%0.0%

SCMC0.8%—0.0%

JEPI0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPICSSD

+7.6%Year to date+2.9%

7.9%Yield5.2%

+10.6%Past year[…]

0.35%Fee0.49%

3–0JEPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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CSSD, SCMC and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CSSD, SCMC, JEPI