Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, JEPI and SGOV

CSSDCohenSteers×CSPFCohenSteers×JEPIJ.P. Morgan×SGOViShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,429JEPI · 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, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.6

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.9

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.79%+2.2%+3.0%[…][…]−3.2%4.5%$420M2.8

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 · JEPI 2020 · SGOV 2020

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 SGOV: Top 5 Holdings

Today

CSPF

2.2%in top 5

SGOV

in top 5[…]

CSPFStockSGOV

0.5%BAC-PNnot top 5

0.5%AHL-PEnot top 5

0.5%MS-PQnot top 5

0.4%PRSnot top 5

0.4%ALL-PH

Cost, Income and Risk

Fees: CSSD, CSPF, JEPI, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

CSPF

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,092

$10,000 five years ago, dividends reinvested

CSPFMeasureSGOV

+2.2%Year to dateJan 1 → Nov 10+3.2%

+3.0%1 yearTotal return+3.8%

[…]3 years · per year$10,000 became […] · $11,418+4.5%

[…]5 years · per year$10,000 became […] · $12,092+3.9%

0.59%Expense ratio$59 · $9 a year on $10k · lower is better0.09%

5.79%Trailing 12-mo yield$579 · $363 a year on $10k3.63%

−3.2%Worst dropSmaller is better0.0%

4.5%VolatilityLower is calmer0.2%

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

1–5SGOV wins

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

not top 5

Held in common[…]

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

CSPF vs SGOV Returns, Every Period

1Y

CohenSteersCSPF

+3.0%

past year

SGOViShares

+3.8%

past year

CSPFSGOVFaded: behind in that period

0–2SGOV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CSPF vs JEPI

YTD

CohenSteersCSPF

+2.2%

JEPIJ.P. Morgan

+7.6%

+2.2%Year to date+7.6%

−3.2%Worst drop · 1Y−6.7%

4.5%Volatility · 1Y9.0%

5.8%Yield7.9%

$420MAssets$46.6B

2–2level

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

Yields: CSSD, CSPF, JEPI, SGOV

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

CSPF5.79%$579

CSSD5.24%$524

SGOV3.63%$363

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

SGOV$363 − $9 = $354

KeptFee

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

Overlap: CSSD, CSPF, JEPI, SGOV

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFJEPISGOV

CSSD—1.8%0.0%[…]

CSPF1.8%—0.0%[…]

JEPI0.0%0.0%—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

SGOVWorst drop0.0%0.2% vol

CSPFWorst drop−3.2%4.5% vol

JEPIWorst drop−6.7%9.0% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPISGOV

+7.6%Year to date+3.2%

7.9%Yield3.6%

+10.6%Past year+3.8%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 10, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.0B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CSSD, CSPF, JEPI and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four