Compare · 3 funds side by side · dividends reinvested

CSPF, JEPI and AGG

CSPFCohenSteers×JEPIJ.P. Morgan×AGGiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

CSPF, JEPI and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.6

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.81%+1.9%+2.4%[…][…]−3.2%4.5%$420M2.0

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.18%−1.4%−1.3%+4.3%−0.4%−4.6%4.2%$138B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: CSPF 2025 · JEPI 2020 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Cohen & Steers Preferred and Income Opportunities Active ETF · $420M[…]

CSPF

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,510

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

CSPF

More Ways to See the Pairs

CSPF vs JEPI: Top 5 Holdings

Today

CSPF

2.2%in top 5

JEPI

in top 59.7%

CSPFStockJEPI

not top 5MA2.0%

not top 5AAPL2.0%

not top 5MSFT1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: CSPF, JEPI, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

JEPI0.35%$35

CSPF0.59%$59

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: CSPF, JEPI, AGG

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

BND vs AGG

YTD

VanguardBND

−1.3%

AGGiShares

−1.4%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

JEPI

+1.9%Year to dateJan 1 → Nov 12+8.3%

+2.4%1 yearTotal return+10.1%

[…]3 years · per year$10,000 became […] · $13,724+11.1%

[…]5 years · per year$10,000 became […] · $14,510+7.7%

0.59%Expense ratio$59 · $35 a year on $10k · lower is better0.35%

5.81%Trailing 12-mo yield$581 · $786 a year on $10k7.86%

−3.2%Worst dropSmaller is better−6.7%

4.5%VolatilityLower is calmer9.0%

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

2–4JEPI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%PRSnot top 5

0.5%AHL-PEnot top 5

0.5%BAC-PNnot top 5

0.4%MS-PQnot top 5

0.4%ALL-PHnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

CSPF vs JEPI Returns, Every Period

1Y

CohenSteersCSPF

+2.4%

past year

JEPIJ.P. Morgan

+10.1%

past year

CSPFJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CSPF vs JEPI

YTD

CohenSteersCSPF

+1.9%

JEPIJ.P. Morgan

+8.3%

+1.9%Year to date+8.3%

−3.2%Worst drop · 1Y−6.7%

4.5%Volatility · 1Y9.0%

5.8%Yield7.9%

$420MAssets$46.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

CSPF5.81%$581

AGG4.18%$418

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

CSPF$581 − $59 = $522

AGG$418 − $3 = $415

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSPF, JEPI, AGG

Today

0.0%most shared, CSPF and JEPI

CSPFJEPIAGG

CSPF—0.0%[…]

JEPI0.0%—[…]

AGG[…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

AGGWorst drop−4.6%4.2% vol

CSPFWorst drop−3.2%4.5% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSPF

+8.3%Year to date+1.9%

7.9%Yield5.8%

+10.1%Past year+2.4%

0.35%Fee0.59%

4–0JEPI wins

End-of-day Nov 12, 2026

−1.3%Year to date−1.4%

4.2%Yield4.2%

$161BAssets$138B

1–0BND wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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CSPF, JEPI and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three