Compare · 4 funds side by side · dividends reinvested

CSSD, JEPQ, VCIT and MUB

CSSDCohenSteers×JEPQJ.P. Morgan×VCITVanguard×MUBiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$10,508VCIT · best of the four

02 / 04

CSSD, JEPQ, VCIT and MUB, 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

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.6%+0.3%+7.3%+1.0%−4.9%4.5%$66.6B2.1

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.7B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.7

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 · VCIT 2009 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

JEPQ

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

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

CSSDMeasureJEPQ

+2.7%Year to dateJan 1 → Nov 5+8.5%

[…]1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

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

5.25%Trailing 12-mo yield$525 · $1,217 a year on $10k12.17%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.5%

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

0–3JEPQ wins

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

More Ways to See the Pairs

CSSD vs JEPQ: Top 5 Holdings

Today

CSSD

2.8%in top 5

JEPQ

in top 528.3%

CSSDStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common0.0%

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

CSSD vs JEPQ Returns, Every Period

CohenSteersCSSD

[…]

past year

JEPQJ.P. Morgan

+9.3%

past year

CSSDJEPQFaded: behind in that period

0–1JEPQ wins

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

Bonds vs Income: CSSD vs JEPQ

YTD

CohenSteersCSSD

+2.7%

JEPQJ.P. Morgan

+8.5%

+2.7%Year to date+8.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

5.3%Yield12.2%

$68.6MAssets$42.1B

2–0JEPQ wins

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

Cost, Income and Risk

Fees: CSSD, JEPQ, VCIT, MUB

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

MUB0.05%$5

JEPQ0.35%$35

CSSD0.49%$49

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

Yields: CSSD, JEPQ, VCIT, MUB

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CSSD5.25%$525

VCIT5.02%$502

MUB3.27%$327

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

VCIT$502 − $3 = $499

CSSD$525 − $49 = $476

MUB$327 − $5 = $322

KeptFee

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

Overlap: CSSD, JEPQ, VCIT, MUB

Today

0.0%most shared, CSSD and JEPQ

CSSDJEPQVCITMUB

CSSD—0.0%[…][…]

JEPQ0.0%—[…][…]

VCIT[…][…]—[…]

MUB[…][…][…]—

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

MUBWorst drop−6.3%3.7% vol

VCITWorst drop−4.9%4.5% 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

JEPQCSSD

+8.5%Year to date+2.7%

12.2%Yield5.3%

+9.3%Past year[…]

0.35%Fee0.49%

3–0JEPQ 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026