Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, VYM and JEPI

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,002VYM · best of the four

02 / 04

CSSD, EVPF, VYM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.8

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%+2.7%[…][…][…][…][…]$69M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · VYM 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Short Duration Preferred and Income Active ETF · $69M[…]

CSSD

EVPF

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

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

CSSDMeasureEVPF

+2.7%Year to dateJan 1 → Nov 5[…]

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $20 a year on $10k · lower is better0.20%

5.25%Trailing 12-mo yield$525 · $377 a year on $10k3.77%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

CSSD vs EVPF: Top 5 Holdings

Today

CSSD

2.8%in top 5

EVPF

in top 55.9%

CSSDStockEVPF

not top 5AHL1.4%

not top 5KEY-PL1.3%

not top 5FITB-PM1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common0.7%

End-of-day Nov 5, 2026 · share of each fund

CSSD vs EVPF Returns, Every Period

CohenSteersCSSD

[…]

past year

EVPFEaton Vance

[…]

past year

Returns […]

CSSDEVPFFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs JEPI

YTD

CohenSteersCSSD

+2.7%

JEPIJ.P. Morgan

+5.2%

+2.7%Year to date+5.2%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

5.3%Yield8.1%

$68.6MAssets$46.1B

2–0JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, EVPF, VYM, JEPI

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

EVPF0.20%$20

JEPI0.35%$35

CSSD0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSSD, EVPF, VYM, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSSD5.25%$525

EVPF3.77%$377

VYM2.30%$230

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSSD$525 − $49 = $476

EVPF$377 − $20 = $357

VYM$230 − $4 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSSD, EVPF, VYM, JEPI

Today

25.3%most shared, VYM and JEPI

CSSDEVPFVYMJEPI

CSSD—0.7%0.0%0.0%

EVPF0.7%—0.5%0.5%

VYM0.0%0.5%—25.3%

JEPI0.0%0.5%25.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.7%VYM, at 10.6% volatility

JEPIWorst drop−6.7%8.8% vol

VYMWorst drop−6.7%10.6% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVYM

+5.2%Year to date+13.3%

8.1%Yield2.3%

+8.3%Past year+17.7%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026