Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, JEPI and BNDX

CSSDCohenSteers×CSPFCohenSteers×JEPIJ.P. Morgan×BNDXVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,545JEPI · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

CSSD, CSPF, JEPI and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.6

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.79%+2.3%+2.6%[…][…]−3.2%4.5%$420M2.3

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.65%+0.6%+0.1%+4.2%+0.3%−3.2%3.8%$82.9B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$70M2.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · JEPI 2020 · BNDX 2013

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 BNDX: Top 5 Holdings

Today

CSSD

2.7%in top 5

BNDX

in top 5[…]

CSSDStockBNDX

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%RF-PFnot top 5

0.4%MTB-PJnot top 5

Cost, Income and Risk

Fees: CSSD, CSPF, JEPI, BNDX

Today

0.07%lowest, BNDX

FundExpense ratioFee$10k

BNDX0.07%$7

JEPI0.35%$35

CSSD0.49%$49

CSPF0.59%$59

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

CSSD

BNDX

Vanguard Total International Bond ETF · $82.9B$10,176

$10,000 five years ago, dividends reinvested

CSSDMeasureBNDX

+3.0%Year to dateJan 1 → Nov 11+0.6%

[…]1 yearTotal return+0.1%

[…]3 years · per year$10,000 became […] · $11,327+4.2%

[…]5 years · per year$10,000 became […] · $10,176+0.3%

0.49%Expense ratio$49 · $7 a year on $10k · lower is better0.07%

5.24%Trailing 12-mo yield$524 · $465 a year on $10k4.65%

[…]Worst dropSmaller is better−3.2%

[…]VolatilityLower is calmer3.8%

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

2–1CSSD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

CSSD vs BNDX Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

BNDXVanguard

+0.1%

past year

CSSDBNDXFaded: behind in that period

1–0CSSD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs JEPI

YTD

CohenSteersCSSD

+3.0%

JEPIJ.P. Morgan

+8.6%

+3.0%Year to date+8.6%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

5.2%Yield7.8%

$69.6MAssets$46.8B

2–0JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CSSD, CSPF, JEPI, BNDX

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

CSPF5.79%$579

CSSD5.24%$524

BNDX4.65%$465

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

CSPF$579 − $59 = $520

CSSD$524 − $49 = $475

BNDX$465 − $7 = $458

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSSD, CSPF, JEPI, BNDX

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFJEPIBNDX

CSSD—1.8%0.0%[…]

CSPF1.8%—0.0%[…]

JEPI0.0%0.0%—[…]

BNDX[…][…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+11.2%JEPI, at 9.0% volatility

BNDXWorst drop−3.2%3.8% vol

CSPFWorst drop−3.2%4.5% vol

JEPIWorst drop−6.7%9.0% vol

CSSDWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSSD

+8.6%Year to date+3.0%

7.8%Yield5.2%

+11.2%Past year[…]

0.35%Fee0.49%

3–0JEPI wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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CSSD, CSPF, JEPI and BNDX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four