Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, DGRO and JEPI

CSSDCohenSteers×CSPFCohenSteers×DGROiShares×JEPIJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,075DGRO · best of the four

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

Story of the four · RiskSmallest drop

CSSD, CSPF, DGRO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.7B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.0

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.79%+2.2%+3.0%[…][…]−3.2%4.5%$420M2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+2.9%[…][…][…][…][…]$70M3.0

Rank among the four1st → 4thFee, 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 · CSPF 2025 · DGRO 2014 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Cohen & Steers Short Duration Preferred and Income Active ETF · $70M[…]

More Ways to See the Pairs

CSSD vs DGRO: Top 5 Holdings

Today

CSSD

2.8%in top 5

DGRO

in top 515.1%

CSSDStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM2.9%

not top 5JNJ2.9%

Cost, Income and Risk

Fees: CSSD, CSPF, DGRO, JEPI

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

CSSD0.49%$49

CSPF0.59%$59

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

CSSD

DGRO

iShares Core Dividend Growth ETF · $45.7B$17,075

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

CSSDMeasureDGRO

+2.9%Year to dateJan 1 → Nov 10+19.1%

[…]1 yearTotal return+22.8%

[…]3 years · per year$10,000 became […] · $17,474+20.4%

[…]5 years · per year$10,000 became […] · $17,075+11.3%

0.49%Expense ratio$49 · $8 a year on $10k · lower is better0.08%

5.24%Trailing 12-mo yield$524 · $183 a year on $10k1.83%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer10.3%

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

1–2DGRO wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

CSSD vs DGRO Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

DGROiShares

+22.8%

past year

CSSDDGROFaded: behind in that period

0–1DGRO 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%

$69.6MAssets$46.6B

2–0JEPI wins

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

Yields: CSSD, CSPF, DGRO, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

CSPF5.79%$579

CSSD5.24%$524

DGRO1.83%$183

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

CSPF$579 − $59 = $520

CSSD$524 − $49 = $475

DGRO$183 − $8 = $175

KeptFee

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

Overlap: CSSD, CSPF, DGRO, JEPI

Today

34.2%most shared, DGRO and JEPI

CSSDCSPFDGROJEPI

CSSD—1.8%0.0%0.0%

CSPF1.8%—0.0%0.0%

DGRO0.0%0.0%—34.2%

JEPI0.0%0.0%34.2%—

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

Return vs Bumpiness: 4 ETFs

1Y

+22.8%DGRO, at 10.3% volatility

CSPFWorst drop−3.2%4.5% vol

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIDGRO

+7.6%Year to date+19.1%

7.9%Yield1.8%

+10.6%Past year+22.8%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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CSSD, CSPF, DGRO and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four