Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, JEPI and SCHD

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

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

02 / 04

CSSD, CSPF, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.9

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.78%+2.4%+2.9%[…][…]−3.2%4.1%$392M2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M3.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Short Duration Preferred and Income Active ETF · $69M[…]

CSSD

CSPF

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

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

CSSDMeasureCSPF

+3.0%Year to dateJan 1 → Nov 4+2.4%

[…]1 yearTotal return+2.9%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $59 a year on $10k · lower is better0.59%

5.24%Trailing 12-mo yield$524 · $578 a year on $10k5.78%

[…]Worst dropSmaller is better−3.2%

[…]VolatilityLower is calmer4.1%

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

2–1CSSD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs CSPF: Top 5 Holdings

Today

CSSD

2.7%in top 5

CSPF

in top 51.9%

CSSDStockCSPF

0.9%RZCnot top 5

0.8%APOS0.3%

not top 5MS-PQ0.5%

not top 5PRS0.4%

0.4%AQNBnot top 5

not top 5NBS.L0.4%

0.4%MTB-PJnot top 5

0.3%RF-PFnot top 5

not top 5MET-PE0.3%

Held in common1.8%

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

CSSD vs CSPF Returns, Every Period

CohenSteersCSSD

[…]

past year

CSPFCohenSteers

+2.9%

past year

CSSDCSPFFaded: behind in that period

1–0CSSD wins

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

Bonds vs Income: CSSD vs JEPI

YTD

CohenSteersCSSD

+3.0%

JEPIJ.P. Morgan

+8.8%

+3.0%Year to date+8.8%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.1%

5.2%Yield7.8%

$68.6MAssets$46.1B

2–0JEPI wins

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

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 4, 2026 · fee on $10,000 a year

Yields: CSSD, CSPF, JEPI, SCHD

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

CSPF5.78%$578

CSSD5.24%$524

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

CSSD$524 − $49 = $475

SCHD$291 − $6 = $285

KeptFee

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

Overlap: CSSD, CSPF, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

CSSDCSPFJEPISCHD

CSSD—1.8%0.0%0.0%

CSPF1.8%—0.0%0.0%

JEPI0.0%0.0%—8.2%

SCHD0.0%0.0%8.2%—

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

Return vs Bumpiness: 4 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

CSSDWorst drop[…][…]

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 Four

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