Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, MUB and JEPI

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,429JEPI · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

CSSD, EVPF, MUB and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.5

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.3%+0.7%+3.8%+0.8%−6.3%3.8%$54.9B2.0

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%5.24%+2.9%[…][…][…][…][…]$70M2.7

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

End-of-day Nov 10, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · MUB 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares National Muni Bond ETF · $54.9B$10,381

MUB

More Ways to See the Pairs

MUB vs CSSD: Top 5 Holdings

Today

MUB

[…]in top 5

CSSD

in top 52.8%

MUBStockCSSD

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF

Cost, Income and Risk

Fees: CSSD, EVPF, MUB, JEPI

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

EVPF0.20%$20

JEPI0.35%$35

CSSD0.49%$49

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

CSSD

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

$10,000 five years ago, dividends reinvested

MUBMeasureCSSD

+0.3%Year to dateJan 1 → Nov 10+2.9%

+0.7%1 yearTotal return[…]

+3.8%3 years · per year$10,000 became $11,169 · […][…]

+0.8%5 years · per year$10,000 became $10,381 · […][…]

0.05%Expense ratio$5 · $49 a year on $10k · lower is better0.49%

3.28%Trailing 12-mo yield$328 · $524 a year on $10k5.24%

−6.3%Worst dropSmaller is better[…]

3.8%VolatilityLower is calmer[…]

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

1–2CSSD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.4%

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

MUB vs CSSD Returns, Every Period

1Y

iSharesMUB

+0.7%

past year

CSSDCohenSteers

[…]

past year

MUBCSSDFaded: behind in that period

0–1CSSD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: MUB vs JEPI

YTD

iSharesMUB

+0.3%

JEPIJ.P. Morgan

+7.6%

+0.3%Year to date+7.6%

−6.3%Worst drop · 1Y−6.7%

3.8%Volatility · 1Y9.0%

3.3%Yield7.9%

$54.9BAssets$46.6B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CSSD, EVPF, MUB, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

CSSD5.24%$524

EVPF3.71%$371

MUB3.28%$328

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

CSSD$524 − $49 = $475

EVPF$371 − $20 = $351

MUB$328 − $5 = $323

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSSD, EVPF, MUB, JEPI

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFMUBJEPI

CSSD—0.7%[…]0.0%

EVPF0.7%—[…]0.5%

MUB[…][…]—[…]

JEPI0.0%0.5%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

MUBWorst drop−6.3%3.8% vol

JEPIWorst drop−6.7%9.0% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSSD

+7.6%Year to date+2.9%

7.9%Yield5.2%

+10.6%Past year[…]

0.35%Fee0.49%

3–0JEPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CSSD, EVPF, MUB and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four