Compare · 4 funds side by side · dividends reinvested

CSSD, JEPQ, SGOV and BND

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$12,086SGOV · best of the four

02 / 04

CSSD, JEPQ, SGOV and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.9

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.4

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 · SGOV 2020 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

SGOV

CSSD

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

$10,000 five years ago, dividends reinvested

SGOVMeasureCSSD

+3.1%Year to dateJan 1 → Nov 5+2.7%

+3.7%1 yearTotal return[…]

+4.5%3 years · per year$10,000 became $11,417 · […][…]

+3.9%5 years · per year$10,000 became $12,086 · […][…]

0.09%Expense ratio$9 · $49 a year on $10k · lower is better0.49%

3.63%Trailing 12-mo yield$363 · $525 a year on $10k5.25%

0.0%Worst dropSmaller is better[…]

0.2%VolatilityLower is calmer[…]

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

2–1SGOV wins

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

More Ways to See the Pairs

SGOV vs CSSD: Top 5 Holdings

Today

SGOV

[…]in top 5

CSSD

in top 52.8%

SGOVStockCSSD

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common[…]

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

SGOV vs CSSD Returns, Every Period

iSharesSGOV

+3.7%

past year

CSSDCohenSteers

[…]

past year

SGOVCSSDFaded: behind in that period

1–0SGOV wins

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

Bonds vs Income: SGOV vs JEPQ

YTD

iSharesSGOV

+3.1%

JEPQJ.P. Morgan

+8.5%

+3.1%Year to date+8.5%

+0.0%Worst drop · 1Y−8.8%

0.2%Volatility · 1Y15.5%

3.6%Yield12.2%

$117BAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: CSSD, JEPQ, SGOV, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SGOV0.09%$9

JEPQ0.35%$35

CSSD0.49%$49

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

Yields: CSSD, JEPQ, SGOV, BND

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CSSD5.25%$525

BND4.12%$412

SGOV3.63%$363

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

SGOV$363 − $9 = $354

KeptFee

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

Overlap: CSSD, JEPQ, SGOV, BND

Today

0.0%most shared, CSSD and JEPQ

CSSDJEPQSGOVBND

CSSD—0.0%[…][…]

JEPQ0.0%—[…][…]

SGOV[…][…]—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.3%JEPQ, at 15.5% volatility

SGOVWorst drop0.0%0.2% vol

BNDWorst drop−4.5%4.0% 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

JEPQSGOV

+8.5%Year to date+3.1%

12.2%Yield3.6%

+9.3%Past year+3.7%

0.35%Fee0.09%

3–1JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026