Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, VYM and JEPI

CSSDCohenSteers×CSPFCohenSteers×VYMVanguard×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

CSSD, CSPF, VYM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.9

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.72%+3.4%+4.2%[…][…]−3.2%4.4%$419M2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M3.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · VYM 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

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

CSSDMeasureJEPI

+3.4%Year to dateJan 1 → Nov 9+7.5%

[…]1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

5.22%Trailing 12-mo yield$522 · $793 a year on $10k7.93%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer9.0%

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

0–3JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs JEPI: Top 5 Holdings

Today

CSSD

2.8%in top 5

JEPI

in top 59.9%

CSSDStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CSSD vs JEPI Returns, Every Period

CohenSteersCSSD

[…]

past year

JEPIJ.P. Morgan

+10.9%

past year

CSSDJEPIFaded: behind in that period

0–1JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs JEPI

YTD

CohenSteersCSSD

+3.4%

JEPIJ.P. Morgan

+7.5%

+3.4%Year to date+7.5%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

5.2%Yield7.9%

$69.5MAssets$45.2B

2–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, CSPF, VYM, JEPI

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

JEPI0.35%$35

CSSD0.49%$49

CSPF0.59%$59

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, CSPF, VYM, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CSPF5.72%$572

CSSD5.22%$522

VYM2.26%$226

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CSPF$572 − $59 = $513

CSSD$522 − $49 = $473

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSSD, CSPF, VYM, JEPI

Today

25.8%most shared, VYM and JEPI

CSSDCSPFVYMJEPI

CSSD—1.8%0.0%0.0%

CSPF1.8%—0.0%0.0%

VYM0.0%0.0%—25.8%

JEPI0.0%0.0%25.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.5%VYM, at 10.8% volatility

CSPFWorst drop−3.2%4.4% vol

JEPIWorst drop−6.7%9.0% vol

VYMWorst drop−6.7%10.8% vol

CSSDWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVYM

+7.5%Year to date+15.4%

7.9%Yield2.3%

+10.9%Past year+19.5%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026