Compare · 4 funds side by side · dividends reinvested

CSSD, JEPQ, VCIT and VIG

CSSDCohenSteers×JEPQJ.P. Morgan×VCITVanguard×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,331VIG · best of the four

02 / 04

CSSD, JEPQ, VCIT and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.1

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.6%+0.3%+7.3%+1.0%−4.9%4.5%$66.6B2.3

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 · VCIT 2009 · VIG 2006

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, VIG

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

VIG0.04%$4

JEPQ0.35%$35

CSSD0.49%$49

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

Yields: CSSD, JEPQ, VCIT, VIG

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

CSSD5.25%$525

VCIT5.02%$502

VIG1.49%$149

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

VIG$149 − $4 = $145

KeptFee

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

Overlap: CSSD, JEPQ, VCIT, VIG

Today

26.3%most shared, JEPQ and VIG

CSSDJEPQVCITVIG

CSSD—0.0%[…]0.0%

JEPQ0.0%—[…]26.3%

VCIT[…][…]—[…]

VIG0.0%26.3%[…]—

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

Return vs Bumpiness: 4 ETFs

+15.2%VIG, at 10.8% volatility

VCITWorst drop−4.9%4.5% vol

VIGWorst drop−7.9%10.8% 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

JEPQVIG

+8.5%Year to date+12.5%

12.2%Yield1.5%

+9.3%Past year+15.2%

0.35%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026