Compare CSSD and JEPQ

CSSD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.0

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSSD 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

CSSD

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

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

JEPQMeasureCSSD

+3.2%Year to dateJan 1 → Nov 6+2.8%

+4.5%1 yearTotal return[…]

+17.4%3 years · per year$10,000 became $16,202 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $49 a year on $10k · lower is better0.49%

12.79%Trailing 12-mo yield$1,279 · $525 a year on $10k5.25%

−11.5%Worst dropSmaller is better[…]

16.7%VolatilityLower is calmer[…]

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

3–0JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs CSSD: Top 5 Holdings

Today

JEPQ

28.9%in top 5

CSSD

in top 52.8%

JEPQStockCSSD

7.4%AAPLnot top 5

6.6%NVDAnot top 5

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

JEPQ vs CSSD Returns, Every Period

1Y

J.P. MorganJEPQ

+4.5%

past year

CSSDCohenSteers

[…]

past year

JEPQCSSDFaded: behind in that period

1–0JEPQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPQ vs CSSD

YTD

J.P. MorganJEPQ

+3.2%

CSSDCohenSteers

+2.8%

+3.2%Year to date+2.8%

−11.5%Worst drop · 1Y[…]

16.7%Volatility · 1Y[…]

12.8%Yield5.2%

$42.6BAssets$69.5M

2–0JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

CSSD0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

CSSD5.25%$525

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

CSSD$525 − $49 = $476

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSSD, JEPQ

Today

0.0%most shared, CSSD and JEPQ

CSSDJEPQ

CSSD—0.0%

JEPQ0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+4.5%JEPQ, at 16.7% volatility

JEPQWorst drop−11.5%16.7% vol

CSSDWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCSSD

+3.2%Year to date+2.8%

12.8%Yield5.2%

+4.5%Past year[…]

0.35%Fee0.49%

3–0JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026