Compare · 4 funds side by side · dividends reinvested

CSSD, JEPQ, SCHD and BND

CSSDCohenSteers×JEPQJ.P. Morgan×SCHDSchwab×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

CSSD, JEPQ, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.3

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 · JEPQ 2022 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

JEPQMeasureSCHD

+8.5%Year to dateJan 1 → Nov 5+32.3%

+9.3%1 yearTotal return+38.7%

+20.3%3 years · per year$10,000 became $17,406 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

12.17%Trailing 12-mo yield$1,217 · $298 a year on $10k2.98%

−8.8%Worst dropSmaller is better−6.9%

15.5%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

JEPQ vs SCHD: Top 5 Holdings

Today

JEPQ

28.3%in top 5

SCHD

in top 521.7%

JEPQStockSCHD

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5KO4.2%

not top 5AMGN4.2%

Held in common3.8%

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

JEPQ vs SCHD Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

SCHDSchwab

+38.7%

past year

JEPQSCHDFaded: behind in that period

0–2SCHD wins

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

Income vs Bonds: JEPQ vs CSSD

YTD

J.P. MorganJEPQ

+8.5%

CSSDCohenSteers

+2.7%

+8.5%Year to date+2.7%

−8.8%Worst drop · 1Y[…]

15.5%Volatility · 1Y[…]

12.2%Yield5.3%

$42.1BAssets$68.6M

2–0JEPQ wins

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

Cost, Income and Risk

Fees: CSSD, JEPQ, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

CSSD0.49%$49

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

Yields: CSSD, JEPQ, SCHD, BND

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CSSD5.25%$525

BND4.12%$412

SCHD2.98%$298

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CSSD$525 − $49 = $476

BND$412 − $3 = $409

SCHD$298 − $6 = $292

KeptFee

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

Overlap: CSSD, JEPQ, SCHD, BND

Today

3.8%most shared, JEPQ and SCHD

CSSDJEPQSCHDBND

CSSD—0.0%0.0%[…]

JEPQ0.0%—3.8%[…]

SCHD0.0%3.8%—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−8.8%15.5% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD 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

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026