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$17,131DGRO · 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%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.5

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

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.71%[…][…][…][…][…][…]$58M2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$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 9, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · JEPI 2020 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Eaton Vance Preferred Securities and Income ETF · $58M[…]

EVPF

CSSD

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

EVPFMeasureCSSD

[…]Year to dateJan 1 → Nov 9+3.4%

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.20%Expense ratio$20 · $49 a year on $10k · lower is better0.49%

3.71%Trailing 12-mo yield$371 · $522 a year on $10k5.22%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

EVPF vs CSSD: Top 5 Holdings

Today

EVPF

5.9%in top 5

CSSD

in top 52.8%

EVPFStockCSSD

1.5%AHLnot top 5

1.3%FITB-PMnot top 5

1.3%KEY-PLnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PAnot top 5

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common0.7%

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

EVPF vs CSSD Returns, Every Period

Eaton VanceEVPF

[…]

past year

CSSDCohenSteers

[…]

past year

Returns […]

EVPFCSSDFaded: behind in that period

0–0Level

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

EVPF vs JEPI

YTD

Eaton VanceEVPF

[…]

JEPIJ.P. Morgan

+7.5%

[…]Year to date+7.5%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

3.7%Yield7.9%

$58.1MAssets$45.2B

1–0JEPI wins

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

Yields: CSSD, EVPF, JEPI, DGRO

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CSSD5.22%$522

EVPF3.71%$371

DGRO1.84%$184

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CSSD$522 − $49 = $473

EVPF$371 − $20 = $351

DGRO$184 − $8 = $176

KeptFee

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

Overlap: CSSD, EVPF, JEPI, DGRO

Today

34.4%most shared, JEPI and DGRO

CSSDEVPFJEPIDGRO

CSSD—0.7%0.0%0.0%

EVPF0.7%—0.5%0.5%

JEPI0.0%0.5%—34.4%

DGRO0.0%0.5%34.4%—

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

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIDGRO

+7.5%Year to date+18.8%

7.9%Yield1.8%

+10.9%Past year+22.9%

0.35%Fee0.08%

3–1DGRO 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%

$122BAssets$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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026