Compare · 4 funds side by side · dividends reinvested

CSSD, DGRO, JEPQ and SGOV

CSSDCohenSteers×DGROiShares×JEPQJ.P. Morgan×SGOViShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,075DGRO · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

CSSD, DGRO, JEPQ and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.5B1.6

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%$116B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+2.9%[…][…][…][…][…]$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 10, 2026 · returns include dividends · since: CSSD 2025 · DGRO 2014 · JEPQ 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

More Ways to See the Pairs

CSSD vs DGRO: Top 5 Holdings

Today

CSSD

2.8%in top 5

DGRO

in top 515.1%

CSSDStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM2.9%

not top 5JNJ2.9%

Cost, Income and Risk

Fees: CSSD, DGRO, JEPQ, SGOV

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SGOV0.09%$9

JEPQ0.35%$35

CSSD0.49%$49

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

CSSD

DGRO

iShares Core Dividend Growth ETF · $45.5B$17,075

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

CSSDMeasureDGRO

+2.9%Year to dateJan 1 → Nov 10+19.1%

[…]1 yearTotal return+22.8%

[…]3 years · per year$10,000 became […] · $17,474+20.4%

[…]5 years · per year$10,000 became […] · $17,075+11.3%

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

5.24%Trailing 12-mo yield$524 · $183 a year on $10k1.83%

[…]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 10, 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%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common0.0%

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

CSSD vs DGRO Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

DGROiShares

+22.8%

past year

CSSDDGROFaded: behind in that period

0–1DGRO wins

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

Bonds vs Income: CSSD vs JEPQ

YTD

CohenSteersCSSD

+2.9%

JEPQJ.P. Morgan

+6.0%

+2.9%Year to date+6.0%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

5.2%Yield12.4%

$69.5MAssets$40.7B

2–0JEPQ wins

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

Yields: CSSD, DGRO, JEPQ, SGOV

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

CSSD5.24%$524

SGOV3.63%$363

DGRO1.83%$183

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

CSSD$524 − $49 = $475

SGOV$363 − $9 = $354

DGRO$183 − $8 = $175

KeptFee

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

Overlap: CSSD, DGRO, JEPQ, SGOV

Today

19.6%most shared, DGRO and JEPQ

CSSDDGROJEPQSGOV

CSSD—0.0%0.0%[…]

DGRO0.0%—19.6%[…]

JEPQ0.0%19.6%—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

1Y

+22.8%DGRO, at 10.3% volatility

SGOVWorst drop0.0%0.2% vol

DGROWorst drop−6.5%10.3% vol

JEPQWorst drop−11.5%16.9% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQDGRO

+6.0%Year to date+19.1%

12.4%Yield1.8%

+8.8%Past year+22.8%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 10, 2026

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CSSD, DGRO, JEPQ and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four