Compare · 4 funds side by side · dividends reinvested

CSSD, DGRO, JEPQ and SCHD

CSSDCohenSteers×DGROiShares×JEPQJ.P. Morgan×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,091DGRO · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

CSSD, DGRO, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.7

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$70M3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSSD 2025 · DGRO 2014 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Cohen & Steers Short Duration Preferred and Income Active ETF · $70M[…]

More Ways to See the Pairs

CSSD vs DGRO: Top 5 Holdings

Today

CSSD

2.7%in top 5

DGRO

in top 514.9%

CSSDStockDGRO

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5XOM2.9%

not top 5JNJ2.8%

Cost, Income and Risk

Fees: CSSD, DGRO, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

JEPQ0.35%$35

CSSD0.49%$49

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

CSSD

DGRO

iShares Core Dividend Growth ETF · $45.9B$17,091

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

CSSDMeasureDGRO

+2.8%Year to dateJan 1 → Nov 12+19.6%

[…]1 yearTotal return+21.4%

[…]3 years · per year$10,000 became […] · $17,598+20.7%

[…]5 years · per year$10,000 became […] · $17,091+11.3%

0.49%Expense ratio$49 · $8 a year on $10k · lower is better0.08%

5.25%Trailing 12-mo yield$525 · $182 a year on $10k1.82%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer10.3%

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

1–2DGRO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%RF-PFnot top 5

0.4%MTB-PJnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

CSSD vs DGRO Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

DGROiShares

+21.4%

past year

CSSDDGROFaded: behind in that period

0–1DGRO wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs JEPQ

YTD

CohenSteersCSSD

+2.8%

JEPQJ.P. Morgan

+7.8%

+2.8%Year to date+7.8%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

5.2%Yield12.2%

$69.6MAssets$41.8B

2–0JEPQ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSSD, DGRO, JEPQ, SCHD

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

CSSD5.25%$525

SCHD2.93%$293

DGRO1.82%$182

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

CSSD$525 − $49 = $476

SCHD$293 − $6 = $287

DGRO$182 − $8 = $174

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSSD, DGRO, JEPQ, SCHD

Today

21.1%most shared, DGRO and SCHD

CSSDDGROJEPQSCHD

CSSD—0.0%0.0%0.0%

DGRO0.0%—19.6%21.1%

JEPQ0.0%19.6%—3.8%

SCHD0.0%21.1%3.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.9% vol

CSSDWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+7.8%Year to date+34.2%

12.2%Yield2.9%

+8.8%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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CSSD, DGRO, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four