Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, JEPI and VCIT

CSSDCohenSteers×CSPFCohenSteers×JEPIJ.P. Morgan×VCITVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,118JEPI · best of the four

02 / 04

CSSD, CSPF, JEPI and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.6

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.80%+2.0%+2.6%[…][…]−3.2%4.1%$402M2.2

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.8%+0.4%+6.9%+1.0%−4.9%4.5%$66.6B2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · JEPI 2020 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,493

VCIT

CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF · $402M[…]

$10,000 five years ago, dividends reinvested

VCITMeasureCSPF

−0.8%Year to dateJan 1 → Nov 6+2.0%

+0.4%1 yearTotal return+2.6%

+6.9%3 years · per year$10,000 became $12,210 · […][…]

+1.0%5 years · per year$10,000 became $10,493 · […][…]

0.03%Expense ratio$3 · $59 a year on $10k · lower is better0.59%

5.02%Trailing 12-mo yield$502 · $580 a year on $10k5.80%

−4.9%Worst dropSmaller is better−3.2%

4.5%VolatilityLower is calmer4.1%

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

1–5CSPF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VCIT vs CSPF: Top 5 Holdings

Today

VCIT

[…]in top 5

CSPF

in top 52.1%

VCITStockCSPF

not top 5BAC-PN0.5%

not top 5MS-PQ0.4%

not top 5PRS0.4%

not top 5ALL-PH0.4%

not top 5NBS.L0.3%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

VCIT vs CSPF Returns, Every Period

VanguardVCIT

+0.4%

past year

CSPFCohenSteers

+2.6%

past year

VCITCSPFFaded: behind in that period

0–2CSPF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: VCIT vs JEPI

YTD

VanguardVCIT

−0.8%

JEPIJ.P. Morgan

+5.3%

−0.8%Year to date+5.3%

−4.9%Worst drop · 1Y−6.7%

4.5%Volatility · 1Y8.8%

5.0%Yield8.1%

$66.6BAssets$46.8B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, CSPF, JEPI, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

JEPI0.35%$35

CSSD0.49%$49

CSPF0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, CSPF, JEPI, VCIT

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSPF5.80%$580

CSSD5.25%$525

VCIT5.02%$502

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSPF$580 − $59 = $521

VCIT$502 − $3 = $499

CSSD$525 − $49 = $476

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSSD, CSPF, JEPI, VCIT

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFJEPIVCIT

CSSD—1.8%0.0%[…]

CSPF1.8%—0.0%[…]

JEPI0.0%0.0%—[…]

VCIT[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+8.2%JEPI, at 8.8% volatility

CSPFWorst drop−3.2%4.1% vol

VCITWorst drop−4.9%4.5% vol

JEPIWorst drop−6.7%8.8% vol

CSSDWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSSD

+5.3%Year to date+2.8%

8.1%Yield5.2%

+8.2%Past year[…]

0.35%Fee0.49%

3–0JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026