Compare · 3 funds side by side · dividends reinvested

CSPF, JEPI and BNDX

CSPFCohenSteers×JEPIJ.P. Morgan×BNDXVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

CSPF, JEPI and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.72%+3.4%+4.2%[…][…]−3.2%4.4%$419M2.0

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.63%+1.0%+0.4%+4.4%+0.5%−3.2%3.8%$82.9B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSPF 2025 · JEPI 2020 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Preferred and Income Opportunities Active ETF · $419M[…]

CSPF

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

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

CSPFMeasureJEPI

+3.4%Year to dateJan 1 → Nov 9+7.5%

+4.2%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

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

5.72%Trailing 12-mo yield$572 · $793 a year on $10k7.93%

−3.2%Worst dropSmaller is better−6.7%

4.4%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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSPF vs JEPI: Top 5 Holdings

Today

CSPF

2.1%in top 5

JEPI

in top 59.9%

CSPFStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

0.5%BAC-PNnot top 5

0.5%MS-PQnot top 5

0.4%PRSnot top 5

0.4%ALL-PHnot top 5

0.4%AHL-PEnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CSPF vs JEPI Returns, Every Period

CohenSteersCSPF

+4.2%

past year

JEPIJ.P. Morgan

+10.9%

past year

CSPFJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CSPF vs JEPI

YTD

CohenSteersCSPF

+3.4%

JEPIJ.P. Morgan

+7.5%

+3.4%Year to date+7.5%

−3.2%Worst drop · 1Y−6.7%

4.4%Volatility · 1Y9.0%

5.7%Yield7.9%

$419MAssets$45.2B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSPF, JEPI, BNDX

Today

0.07%lowest, BNDX

FundExpense ratioFee$10k

BNDX0.07%$7

JEPI0.35%$35

CSPF0.59%$59

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSPF, JEPI, BNDX

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CSPF5.72%$572

BNDX4.63%$463

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CSPF$572 − $59 = $513

BNDX$463 − $7 = $456

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSPF, JEPI, BNDX

Today

0.0%most shared, CSPF and JEPI

CSPFJEPIBNDX

CSPF—0.0%[…]

JEPI0.0%—[…]

BNDX[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.9%JEPI, at 9.0% volatility

BNDXWorst drop−3.2%3.8% vol

CSPFWorst drop−3.2%4.4% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSPF

+7.5%Year to date+3.4%

7.9%Yield5.7%

+10.9%Past year+4.2%

0.35%Fee0.59%

4–0JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026