Compare · 3 funds side by side · dividends reinvested

CSPF, JEPI and VCIT

CSPFCohenSteers×JEPIJ.P. Morgan×VCITVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

CSPF, JEPI and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.6

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.80%+2.0%+2.6%[…][…]−3.2%4.1%$402M1.8

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.8%+0.4%+6.9%+1.0%−4.9%4.5%$66.6B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSPF 2025 · JEPI 2020 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Preferred and Income Opportunities Active ETF · $402M[…]

CSPF

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

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

CSPFMeasureJEPI

+2.0%Year to dateJan 1 → Nov 6+5.3%

+2.6%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

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

5.80%Trailing 12-mo yield$580 · $809 a year on $10k8.09%

−3.2%Worst dropSmaller is better−6.7%

4.1%VolatilityLower is calmer8.8%

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

2–4JEPI wins

End-of-day Nov 6, 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 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

0.5%BAC-PNnot top 5

0.4%MS-PQnot top 5

0.4%PRSnot top 5

0.4%ALL-PHnot top 5

0.3%NBS.Lnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CSPF vs JEPI Returns, Every Period

CohenSteersCSPF

+2.6%

past year

JEPIJ.P. Morgan

+8.2%

past year

CSPFJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSPF vs JEPI

YTD

CohenSteersCSPF

+2.0%

JEPIJ.P. Morgan

+5.3%

+2.0%Year to date+5.3%

−3.2%Worst drop · 1Y−6.7%

4.1%Volatility · 1Y8.8%

5.8%Yield8.1%

$402MAssets$46.8B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSPF, JEPI, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

JEPI0.35%$35

CSPF0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSPF, JEPI, VCIT

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSPF5.80%$580

VCIT5.02%$502

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSPF$580 − $59 = $521

VCIT$502 − $3 = $499

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSPF, JEPI, VCIT

Today

0.0%most shared, CSPF and JEPI

CSPFJEPIVCIT

CSPF—0.0%[…]

JEPI0.0%—[…]

VCIT[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

CSPFWorst drop−3.2%4.1% vol

VCITWorst drop−4.9%4.5% vol

JEPIWorst drop−6.7%8.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSPF

+5.3%Year to date+2.0%

8.1%Yield5.8%

+8.2%Past year+2.6%

0.35%Fee0.59%

4–0JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026