Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, JEPQ and VIG

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

CSSD, EVPF, JEPQ and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B2.0

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$70M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · JEPQ 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,596

VIG

More Ways to See the Pairs

VIG vs CSSD: Top 5 Holdings

Today

VIG

22.1%in top 5

CSSD

in top 52.7%

VIGStockCSSD

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Cost, Income and Risk

Fees: CSSD, EVPF, JEPQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

EVPF0.20%$20

JEPQ0.35%$35

CSSD0.49%$49

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

CSSD

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

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

VIGMeasureCSSD

+16.0%Year to dateJan 1 → Nov 12+2.8%

+16.9%1 yearTotal return[…]

+18.9%3 years · per year$10,000 became $16,806 · […][…]

+10.7%5 years · per year$10,000 became $16,596 · […][…]

0.04%Expense ratio$4 · $49 a year on $10k · lower is better0.49%

1.45%Trailing 12-mo yield$145 · $525 a year on $10k5.25%

−7.9%Worst dropSmaller is better[…]

11.0%VolatilityLower is calmer[…]

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

2–1VIG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5RF-PF0.4%

not top 5MTB-PJ0.4%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

VIG vs CSSD Returns, Every Period

1Y

VanguardVIG

+16.9%

past year

CSSDCohenSteers

[…]

past year

VIGCSSDFaded: behind in that period

1–0VIG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

VIG vs JEPQ

YTD

VanguardVIG

+16.0%

JEPQJ.P. Morgan

+7.8%

+16.0%Year to date+7.8%

−7.9%Worst drop · 1Y−11.5%

11.0%Volatility · 1Y16.9%

1.4%Yield12.2%

$109BAssets$41.8B

3–1VIG wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSSD, EVPF, JEPQ, VIG

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

CSSD5.25%$525

EVPF3.77%$377

VIG1.45%$145

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

CSSD$525 − $49 = $476

EVPF$377 − $20 = $357

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSSD, EVPF, JEPQ, VIG

Today

26.6%most shared, JEPQ and VIG

CSSDEVPFJEPQVIG

CSSD—0.7%0.0%0.0%

EVPF0.7%—0.0%0.0%

JEPQ0.0%0.0%—26.6%

VIG0.0%0.0%26.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+16.9%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

JEPQWorst drop−11.5%16.9% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+7.8%Year to date+16.0%

12.2%Yield1.4%

+8.8%Past year+16.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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CSSD, EVPF, JEPQ and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four