Compare · 3 funds side by side · dividends reinvested

CSSD, JEPQ and SGOV

CSSDCohenSteers×JEPQJ.P. Morgan×SGOViShares×

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

02 / 04

CSSD, JEPQ and SGOV, 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%$41.8B1.4

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%$117B1.6

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSSD 2025 · JEPQ 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

SGOV

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

$10,000 five years ago, dividends reinvested

CSSDMeasureSGOV

+3.0%Year to dateJan 1 → Nov 4+3.1%

[…]1 yearTotal return+3.7%

[…]3 years · per year$10,000 became […] · $11,419+4.5%

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

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

5.24%Trailing 12-mo yield$524 · $363 a year on $10k3.63%

[…]Worst dropSmaller is better0.0%

[…]VolatilityLower is calmer0.2%

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

1–2SGOV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs SGOV: Top 5 Holdings

Today

CSSD

2.7%in top 5

SGOV

in top 5[…]

CSSDStockSGOV

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.3%RF-PFnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CSSD vs SGOV Returns, Every Period

CohenSteersCSSD

[…]

past year

SGOViShares

+3.7%

past year

CSSDSGOVFaded: behind in that period

0–1SGOV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs JEPQ

YTD

CohenSteersCSSD

+3.0%

JEPQJ.P. Morgan

+8.5%

+3.0%Year to date+8.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

5.2%Yield12.2%

$68.6MAssets$41.8B

2–0JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, JEPQ, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

JEPQ0.35%$35

CSSD0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSSD, JEPQ, SGOV

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CSSD5.24%$524

SGOV3.63%$363

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CSSD$524 − $49 = $475

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSSD, JEPQ, SGOV

Today

0.0%most shared, CSSD and JEPQ

CSSDJEPQSGOV

CSSD—0.0%[…]

JEPQ0.0%—[…]

SGOV[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.3%JEPQ, at 15.5% volatility

SGOVWorst drop0.0%0.2% vol

JEPQWorst drop−8.8%15.5% vol

CSSDWorst drop[…][…]

End-of-day Nov 4, 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 4, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026