Compare · 4 funds side by side · dividends reinvested

CSSD, JEPI, SGOV and BND

CSSDCohenSteers×JEPIJ.P. Morgan×SGOViShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,118JEPI · best of the four

02 / 04

CSSD, JEPI, SGOV and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.1

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$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 6, 2026 · returns include dividends · since: CSSD 2025 · JEPI 2020 · SGOV 2020 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

SGOV

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested

SGOVMeasureJEPI

+3.2%Year to dateJan 1 → Nov 6+5.3%

+3.8%1 yearTotal return+8.2%

+4.5%3 years · per year$10,000 became $11,419 · $13,562+10.7%

+3.9%5 years · per year$10,000 became $12,090 · $14,118+7.1%

0.09%Expense ratio$9 · $35 a year on $10k · lower is better0.35%

3.63%Trailing 12-mo yield$363 · $809 a year on $10k8.09%

0.0%Worst dropSmaller is better−6.7%

0.2%VolatilityLower is calmer8.8%

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

3–5JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SGOV vs JEPI: Top 5 Holdings

Today

SGOV

[…]in top 5

JEPI

in top 59.9%

SGOVStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SGOV vs JEPI Returns, Every Period

iSharesSGOV

+3.9%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SGOVJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: SGOV vs JEPI

YTD

iSharesSGOV

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

+0.0%Worst drop · 1Y−6.7%

0.2%Volatility · 1Y8.8%

3.6%Yield8.1%

$117BAssets$46.8B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, JEPI, SGOV, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SGOV0.09%$9

JEPI0.35%$35

CSSD0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, JEPI, SGOV, BND

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSSD5.25%$525

BND4.12%$412

SGOV3.63%$363

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSSD$525 − $49 = $476

BND$412 − $3 = $409

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSSD, JEPI, SGOV, BND

Today

0.0%most shared, CSSD and JEPI

CSSDJEPISGOVBND

CSSD—0.0%[…][…]

JEPI0.0%—[…][…]

SGOV[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+8.2%JEPI, at 8.8% volatility

SGOVWorst drop0.0%0.2% vol

BNDWorst drop−4.5%4.0% vol

JEPIWorst drop−6.7%8.8% vol

CSSDWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISGOV

+5.3%Year to date+3.2%

8.1%Yield3.6%

+8.2%Past year+3.8%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026