Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, JEPQ and JEPI

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,545JEPI · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

CSSD, EVPF, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B1.7

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.75%[…][…][…][…][…][…]$58M2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$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 11, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

EVPF

More Ways to See the Pairs

EVPF vs CSSD: Top 5 Holdings

Today

EVPF

5.9%in top 5

CSSD

in top 52.7%

EVPFStockCSSD

1.5%AHLnot top 5

1.3%FITB-PMnot top 5

1.2%KEY-PLnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PA

Cost, Income and Risk

Fees: CSSD, EVPF, JEPQ, JEPI

Today

0.20%lowest, EVPF

FundExpense ratioFee$10k

EVPF0.20%$20

JEPQ0.35%$35

JEPI0.35%$35

CSSD0.49%$49

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

CSSD

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

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

EVPFMeasureCSSD

[…]Year to dateJan 1 → Nov 11+3.0%

[…]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%

3.75%Trailing 12-mo yield$375 · $524 a year on $10k5.24%

[…]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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5RF-PF0.4%

not top 5MTB-PJ0.4%

Held in common0.7%

End-of-day Nov 11, 2026 · share of each fund

EVPF vs CSSD Returns, Every Period

1Y

Eaton VanceEVPF

[…]

past year

CSSDCohenSteers

[…]

past year

Returns […]

EVPFCSSDFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

EVPF vs JEPQ

YTD

Eaton VanceEVPF

[…]

JEPQJ.P. Morgan

+8.1%

[…]Year to date+8.1%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

3.8%Yield12.2%

$58.3MAssets$42.0B

1–0JEPQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CSSD, EVPF, JEPQ, JEPI

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

JEPI7.84%$784

CSSD5.24%$524

EVPF3.75%$375

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

JEPI$784 − $35 = $749

CSSD$524 − $49 = $475

EVPF$375 − $20 = $355

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSSD, EVPF, JEPQ, JEPI

Today

28.3%most shared, JEPQ and JEPI

CSSDEVPFJEPQJEPI

CSSD—0.7%0.0%0.0%

EVPF0.7%—0.0%0.5%

JEPQ0.0%0.0%—28.3%

JEPI0.0%0.5%28.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+11.2%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+8.1%Year to date+8.6%

12.2%Yield7.8%

+9.0%Past year+11.2%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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CSSD, EVPF, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four