Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, VCIT and JEPI

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,448JEPI · best of the four

02 / 04

CSSD, EVPF, VCIT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.5

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B1.9

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 · VCIT 2009 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,448

JEPI

VCIT

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

$10,000 five years ago, dividends reinvested

JEPIMeasureVCIT

+7.5%Year to dateJan 1 → Nov 9−0.7%

+10.9%1 yearTotal return+0.0%

+11.0%3 years · per year$10,000 became $13,679 · $12,129+6.6%

+7.6%5 years · per year$10,000 became $14,448 · $10,510+1.0%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

7.93%Trailing 12-mo yield$793 · $502 a year on $10k5.02%

−6.7%Worst dropSmaller is better−4.9%

9.0%VolatilityLower is calmer4.5%

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

5–3JEPI wins

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

More Ways to See the Pairs

JEPI vs VCIT: Top 5 Holdings

Today

JEPI

9.9%in top 5

VCIT

in top 5[…]

JEPIStockVCIT

2.0%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

Held in common[…]

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

JEPI vs VCIT Returns, Every Period

J.P. MorganJEPI

+7.6%

5 years, per year

VCITVanguard

+1.0%

5 years, per year

JEPIVCITFaded: behind in that period

4–0JEPI wins

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

Income vs Bonds: JEPI vs CSSD

YTD

J.P. MorganJEPI

+7.5%

CSSDCohenSteers

+3.4%

+7.5%Year to date+3.4%

−6.7%Worst drop · 1Y[…]

9.0%Volatility · 1Y[…]

7.9%Yield5.2%

$45.2BAssets$69.5M

2–0JEPI wins

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

Cost, Income and Risk

Fees: CSSD, EVPF, VCIT, JEPI

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

EVPF0.20%$20

JEPI0.35%$35

CSSD0.49%$49

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

Yields: CSSD, EVPF, VCIT, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

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

$758most kept, JEPI

JEPI$793 − $35 = $758

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, VCIT, JEPI

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFVCITJEPI

CSSD—0.7%[…]0.0%

EVPF0.7%—[…]0.5%

VCIT[…][…]—[…]

JEPI0.0%0.5%[…]—

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

Return vs Bumpiness: 4 ETFs

+10.9%JEPI, at 9.0% volatility

VCITWorst drop−4.9%4.5% vol

JEPIWorst drop−6.7%9.0% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPICSSD

+7.5%Year to date+3.4%

7.9%Yield5.2%

+10.9%Past year[…]

0.35%Fee0.49%

3–0JEPI 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%

$122BAssets$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