Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, VCIT and JEPI

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

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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, VCIT and JEPI, 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

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.79%+2.2%+3.0%[…][…]−3.2%4.5%$420M2.2

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.05%−1.4%−0.6%+6.2%+0.8%−4.9%4.5%$66.6B2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+2.9%[…][…][…][…][…]$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 10, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · VCIT 2009 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,415

VCIT

More Ways to See the Pairs

VCIT vs CSPF: Top 5 Holdings

Today

VCIT

[…]in top 5

CSPF

in top 52.2%

VCITStockCSPF

not top 5BAC-PN0.5%

not top 5AHL-PE0.5%

not top 5MS-PQ0.5%

not top 5PRS0.4%

not top 5ALL-PH

Cost, Income and Risk

Fees: CSSD, CSPF, VCIT, JEPI

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

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

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

CSPF

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

$10,000 five years ago, dividends reinvested

VCITMeasureCSPF

−1.4%Year to dateJan 1 → Nov 10+2.2%

−0.6%1 yearTotal return+3.0%

+6.2%3 years · per year$10,000 became $11,974 · […][…]

+0.8%5 years · per year$10,000 became $10,415 · […][…]

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

5.05%Trailing 12-mo yield$505 · $579 a year on $10k5.79%

−4.9%Worst dropSmaller is better−3.2%

4.5%VolatilityLower is calmer4.5%

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

1–4CSPF wins

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

0.4%

Held in common[…]

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

VCIT vs CSPF Returns, Every Period

1Y

VanguardVCIT

−0.6%

past year

CSPFCohenSteers

+3.0%

past year

VCITCSPFFaded: behind in that period

0–2CSPF wins

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

Bonds vs Income: VCIT vs JEPI

YTD

VanguardVCIT

−1.4%

JEPIJ.P. Morgan

+7.6%

−1.4%Year to date+7.6%

−4.9%Worst drop · 1Y−6.7%

4.5%Volatility · 1Y9.0%

5.1%Yield7.9%

$66.6BAssets$46.6B

2–2level

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

Yields: CSSD, CSPF, VCIT, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

CSPF5.79%$579

CSSD5.24%$524

VCIT5.05%$505

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

VCIT$505 − $3 = $502

CSSD$524 − $49 = $475

KeptFee

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

Overlap: CSSD, CSPF, VCIT, JEPI

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFVCITJEPI

CSSD—1.8%[…]0.0%

CSPF1.8%—[…]0.0%

VCIT[…][…]—[…]

JEPI0.0%0.0%[…]—

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

CSPFWorst drop−3.2%4.5% vol

VCITWorst drop−4.9%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

JEPICSSD

+7.6%Year to date+2.9%

7.9%Yield5.2%

+10.6%Past year[…]

0.35%Fee0.49%

3–0JEPI wins

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

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CSSD, CSPF, VCIT and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four