Compare · 3 funds side by side · dividends reinvested

CSPF, JEPI and SCHD

CSPFCohenSteers×JEPIJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

CSPF, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.9

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.78%+2.4%+2.9%[…][…]−3.2%4.1%$392M2.2

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSPF 2025 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Preferred and Income Opportunities Active ETF · $392M[…]

CSPF

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

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

CSPFMeasureJEPI

+2.4%Year to dateJan 1 → Nov 4+8.8%

+2.9%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

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

5.78%Trailing 12-mo yield$578 · $783 a year on $10k7.83%

−3.2%Worst dropSmaller is better−6.7%

4.1%VolatilityLower is calmer8.1%

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

2–4JEPI wins

End-of-day Nov 4, 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

1.9%in top 5

JEPI

in top 59.5%

CSPFStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

0.5%MS-PQnot top 5

0.4%PRSnot top 5

0.4%NBS.Lnot top 5

0.3%APOSnot top 5

0.3%MET-PEnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CSPF vs JEPI Returns, Every Period

CohenSteersCSPF

+2.9%

past year

JEPIJ.P. Morgan

+11.9%

past year

CSPFJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSPF vs JEPI

YTD

CohenSteersCSPF

+2.4%

JEPIJ.P. Morgan

+8.8%

+2.4%Year to date+8.8%

−3.2%Worst drop · 1Y−6.7%

4.1%Volatility · 1Y8.1%

5.8%Yield7.8%

$392MAssets$46.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSPF, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

CSPF0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSPF, JEPI, SCHD

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

CSPF5.78%$578

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

CSPF$578 − $59 = $519

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSPF, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

CSPFJEPISCHD

CSPF—0.0%0.0%

JEPI0.0%—8.2%

SCHD0.0%8.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

CSPFWorst drop−3.2%4.1% vol

JEPIWorst drop−6.7%8.1% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.8%Year to date+35.3%

7.8%Yield2.9%

+11.9%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026