Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, JEPQ and VCIT

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$10,510VCIT · best of the four

02 / 04

CSSD, EVPF, JEPQ and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.6

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.7

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.71%[…][…][…][…][…][…]$58M3.0

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 · JEPQ 2022 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,510

VCIT

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested

VCITMeasureJEPQ

−0.7%Year to dateJan 1 → Nov 9+6.6%

+0.0%1 yearTotal return+9.2%

+6.6%3 years · per year$10,000 became $12,129 · $16,495+18.2%

+1.0%5 years · per year$10,000 became $10,510 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

5.02%Trailing 12-mo yield$502 · $1,239 a year on $10k12.39%

−4.9%Worst dropSmaller is better−11.5%

4.5%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

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

More Ways to See the Pairs

VCIT vs JEPQ: Top 5 Holdings

Today

VCIT

[…]in top 5

JEPQ

in top 528.6%

VCITStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common[…]

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

VCIT vs JEPQ Returns, Every Period

VanguardVCIT

+0.0%

past year

JEPQJ.P. Morgan

+9.2%

past year

VCITJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: VCIT vs JEPQ

YTD

VanguardVCIT

−0.7%

JEPQJ.P. Morgan

+6.6%

−0.7%Year to date+6.6%

−4.9%Worst drop · 1Y−11.5%

4.5%Volatility · 1Y16.9%

5.0%Yield12.4%

$66.6BAssets$40.7B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, EVPF, JEPQ, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

EVPF0.20%$20

JEPQ0.35%$35

CSSD0.49%$49

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

Yields: CSSD, EVPF, JEPQ, VCIT

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

CSSD5.22%$522

VCIT5.02%$502

EVPF3.71%$371

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VCIT$502 − $3 = $499

CSSD$522 − $49 = $473

EVPF$371 − $20 = $351

KeptFee

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

Overlap: CSSD, EVPF, JEPQ, VCIT

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFJEPQVCIT

CSSD—0.7%0.0%[…]

EVPF0.7%—0.0%[…]

JEPQ0.0%0.0%—[…]

VCIT[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.2%JEPQ, at 16.9% volatility

VCITWorst drop−4.9%4.5% vol

JEPQWorst drop−11.5%16.9% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQCSSD

+6.6%Year to date+3.4%

12.4%Yield5.2%

+9.2%Past year[…]

0.35%Fee0.49%

3–0JEPQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026