Compare · 3 funds side by side · dividends reinvested

CSSD, EVPF and JEPI

CSSDCohenSteers×EVPFEaton Vance×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 03

CSSD, EVPF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.1

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M2.0

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

EVPF

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

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

JEPIMeasureEVPF

+5.2%Year to dateJan 1 → Nov 5[…]

+8.3%1 yearTotal return[…]

+11.0%3 years · per year$10,000 became $13,674 · […][…]

+7.1%5 years · per year$10,000 became $14,108 · […][…]

0.35%Expense ratio$35 · $20 a year on $10k · lower is better0.20%

8.09%Trailing 12-mo yield$809 · $377 a year on $10k3.77%

−6.7%Worst dropSmaller is better[…]

8.8%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

JEPI vs EVPF: Top 5 Holdings

Today

JEPI

9.9%in top 5

EVPF

in top 55.9%

JEPIStockEVPF

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

not top 5AHL1.4%

not top 5KEY-PL1.3%

not top 5FITB-PM1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common0.5%

End-of-day Nov 5, 2026 · share of each fund

JEPI vs EVPF Returns, Every Period

J.P. MorganJEPI

+8.3%

past year

EVPFEaton Vance

[…]

past year

Returns […]

JEPIEVPFFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPI vs CSSD

YTD

J.P. MorganJEPI

+5.2%

CSSDCohenSteers

+2.7%

+5.2%Year to date+2.7%

−6.7%Worst drop · 1Y[…]

8.8%Volatility · 1Y[…]

8.1%Yield5.3%

$46.1BAssets$68.6M

2–0JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, EVPF, JEPI

Today

0.20%lowest, EVPF

FundExpense ratioFee$10k

EVPF0.20%$20

JEPI0.35%$35

CSSD0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSSD, EVPF, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSSD5.25%$525

EVPF3.77%$377

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSSD$525 − $49 = $476

EVPF$377 − $20 = $357

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSSD, EVPF, JEPI

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFJEPI

CSSD—0.7%0.0%

EVPF0.7%—0.5%

JEPI0.0%0.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.3%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSSD

+5.2%Year to date+2.7%

8.1%Yield5.3%

+8.3%Past year[…]

0.35%Fee0.49%

3–0JEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026