Compare · 4 funds side by side · dividends reinvested

CSSD, JEPQ, BND and SGOV

CSSDCohenSteers×JEPQJ.P. Morgan×BNDVanguard×SGOViShares×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$12,092SGOV · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

CSSD, JEPQ, BND and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B1.9

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.7%−0.2%−4.5%4.0%$161B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$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 11, 2026 · returns include dividends · since: CSSD 2025 · JEPQ 2022 · BND 2007 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CSSD

More Ways to See the Pairs

CSSD vs JEPQ: Top 5 Holdings

Today

CSSD

2.7%in top 5

JEPQ

in top 527.6%

CSSDStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: CSSD, JEPQ, BND, SGOV

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SGOV0.09%$9

JEPQ0.35%$35

CSSD0.49%$49

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

CSSDMeasureJEPQ

+3.0%Year to dateJan 1 → Nov 11+8.1%

[…]1 yearTotal return+9.0%

[…]3 years · per year$10,000 became […] · $16,525+18.2%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

5.24%Trailing 12-mo yield$524 · $1,220 a year on $10k12.20%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.9%

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

0–3JEPQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%RF-PFnot top 5

0.4%MTB-PJnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

CSSD vs JEPQ Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

JEPQJ.P. Morgan

+9.0%

past year

CSSDJEPQFaded: behind in that period

0–1JEPQ wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs JEPQ

YTD

CohenSteersCSSD

+3.0%

JEPQJ.P. Morgan

+8.1%

+3.0%Year to date+8.1%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

5.2%Yield12.2%

$69.6MAssets$41.8B

2–0JEPQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CSSD, JEPQ, BND, SGOV

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

CSSD5.24%$524

BND4.15%$415

SGOV3.63%$363

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

CSSD$524 − $49 = $475

BND$415 − $3 = $412

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSSD, JEPQ, BND, SGOV

Today

0.0%most shared, CSSD and JEPQ

CSSDJEPQBNDSGOV

CSSD—0.0%[…][…]

JEPQ0.0%—[…][…]

BND[…][…]—[…]

SGOV[…][…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+9.0%JEPQ, at 16.9% volatility

SGOVWorst drop−0.0%0.2% vol

BNDWorst drop−4.5%4.0% vol

JEPQWorst drop−11.5%16.9% vol

CSSDWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSGOV

+8.1%Year to date+3.2%

12.2%Yield3.6%

+9.0%Past year+3.7%

0.35%Fee0.09%

3–1JEPQ wins

End-of-day Nov 11, 2026

−0.7%

4.2%Yield4.2%

$161BAssets$138B

0–0level

End-of-day Nov 11, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 11, 2026

Loading…

CSSD, JEPQ, BND and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four