Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, JEPI and DGRO

CSSDCohenSteers×EVPFEaton Vance×JEPIJ.P. Morgan×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

CSSD, EVPF, JEPI and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$58M2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M3.0

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 · EVPF 2026 · JEPI 2020 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,835

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

CSSDMeasureDGRO

+2.8%Year to dateJan 1 → Nov 6+16.6%

[…]1 yearTotal return+20.3%

[…]3 years · per year$10,000 became […] · $17,593+20.7%

[…]5 years · per year$10,000 became […] · $16,835+11.0%

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

5.25%Trailing 12-mo yield$525 · $187 a year on $10k1.87%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer10.2%

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

1–2DGRO wins

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

More Ways to See the Pairs

CSSD vs DGRO: Top 5 Holdings

Today

CSSD

2.8%in top 5

DGRO

in top 515.0%

CSSDStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

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 6, 2026 · share of each fund

CSSD vs DGRO Returns, Every Period

CohenSteersCSSD

[…]

past year

DGROiShares

+20.3%

past year

CSSDDGROFaded: behind in that period

0–1DGRO wins

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

Bonds vs Income: CSSD vs JEPI

YTD

CohenSteersCSSD

+2.8%

JEPIJ.P. Morgan

+5.3%

+2.8%Year to date+5.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

5.2%Yield8.1%

$69.5MAssets$46.8B

2–0JEPI wins

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

Cost, Income and Risk

Fees: CSSD, EVPF, JEPI, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

EVPF0.20%$20

JEPI0.35%$35

CSSD0.49%$49

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

Yields: CSSD, EVPF, JEPI, DGRO

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSSD5.25%$525

EVPF3.76%$376

DGRO1.87%$187

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSSD$525 − $49 = $476

EVPF$376 − $20 = $356

DGRO$187 − $8 = $179

KeptFee

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

Overlap: CSSD, EVPF, JEPI, DGRO

Today

34.3%most shared, JEPI and DGRO

CSSDEVPFJEPIDGRO

CSSD—0.7%0.0%0.0%

EVPF0.7%—0.5%0.5%

JEPI0.0%0.5%—34.3%

DGRO0.0%0.5%34.3%—

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

Return vs Bumpiness: 4 ETFs

+20.3%DGRO, at 10.2% volatility

JEPIWorst drop−6.7%8.8% vol

DGROWorst drop−6.5%10.2% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIDGRO

+5.3%Year to date+16.6%

8.1%Yield1.9%

+8.2%Past year+20.3%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026