Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, JEPI and SCHD

CSSDCohenSteers×CSPFCohenSteers×JEPIJ.P. Morgan×SCHDSchwab×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · 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 SCHD, 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%$46.8B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.9

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.79%+2.3%+2.6%[…][…]−3.2%4.5%$420M2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$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 11, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Cohen & Steers Preferred and Income Opportunities Active ETF · $420M[…]

More Ways to See the Pairs

CSPF vs SCHD: Top 5 Holdings

Today

CSPF

2.2%in top 5

SCHD

in top 521.7%

CSPFStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: CSSD, CSPF, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

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

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

CSPF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

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

CSPFMeasureSCHD

+2.3%Year to dateJan 1 → Nov 11+34.6%

+2.6%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.59%Expense ratio$59 · $6 a year on $10k · lower is better0.06%

5.79%Trailing 12-mo yield$579 · $293 a year on $10k2.93%

−3.2%Worst dropSmaller is better−6.9%

4.5%VolatilityLower is calmer11.8%

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

3–3Level

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

0.5%BAC-PNnot top 5

0.5%AHL-PEnot top 5

0.4%MS-PQnot top 5

0.4%PRSnot top 5

0.4%ALL-PHnot top 5

Held in common0.0%

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

CSPF vs SCHD Returns, Every Period

1Y

CohenSteersCSPF

+2.6%

past year

SCHDSchwab

+39.3%

past year

CSPFSCHDFaded: behind in that period

0–2SCHD wins

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

CSPF vs JEPI

YTD

CohenSteersCSPF

+2.3%

JEPIJ.P. Morgan

+8.6%

+2.3%Year to date+8.6%

−3.2%Worst drop · 1Y−6.7%

4.5%Volatility · 1Y9.0%

5.8%Yield7.8%

$420MAssets$46.8B

2–2level

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

Yields: CSSD, CSPF, JEPI, SCHD

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

CSPF5.79%$579

CSSD5.24%$524

SCHD2.93%$293

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

SCHD$293 − $6 = $287

KeptFee

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

Overlap: CSSD, CSPF, JEPI, SCHD

Today

8.5%most shared, JEPI and SCHD

CSSDCSPFJEPISCHD

CSSD—1.8%0.0%0.0%

CSPF1.8%—0.0%0.0%

JEPI0.0%0.0%—8.5%

SCHD0.0%0.0%8.5%—

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

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

CSPFWorst drop−3.2%4.5% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPISCHD

+8.6%Year to date+34.6%

7.8%Yield2.9%

+11.2%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

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

Loading…

CSSD, CSPF, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four