Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, DGRO and JEPI

CSSDCohenSteers×SCMCSterling Capital×DGROiShares×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

CSSD, SCMC, DGRO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.7

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.9%[…][…][…][…][…]$262M3.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · DGRO 2014 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

SCMC

Sterling Capital Multi-Strategy Income ETF · $262M[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

CSSDMeasureSCMC

+3.4%Year to dateJan 1 → Nov 9+1.9%

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $55 a year on $10k · lower is better0.55%

5.22%Trailing 12-mo yield$522 · $439 a year on $10k4.39%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

3–0CSSD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs SCMC: Top 5 Holdings

Today

CSSD

2.8%in top 5

SCMC

in top 52.9%

CSSDStockSCMC

0.8%APOS1.4%

0.9%RZCnot top 5

not top 5KEY-PI0.5%

not top 5AEFC0.5%

not top 5ATH-PA0.5%

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common0.8%

End-of-day Nov 9, 2026 · share of each fund

CSSD vs SCMC Returns, Every Period

CohenSteersCSSD

[…]

past year

SCMCSterling Capital

[…]

past year

CSSDSCMCFaded: behind in that period

1–0CSSD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs JEPI

YTD

CohenSteersCSSD

+3.4%

JEPIJ.P. Morgan

+7.5%

+3.4%Year to date+7.5%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

5.2%Yield7.9%

$69.5MAssets$45.2B

2–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SCMC, DGRO, JEPI

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

CSSD0.49%$49

SCMC0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, SCMC, DGRO, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CSSD5.22%$522

SCMC4.39%$439

DGRO1.84%$184

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CSSD$522 − $49 = $473

SCMC$439 − $55 = $384

DGRO$184 − $8 = $176

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSSD, SCMC, DGRO, JEPI

Today

34.4%most shared, DGRO and JEPI

CSSDSCMCDGROJEPI

CSSD—0.8%0.0%0.0%

SCMC0.8%—0.0%0.0%

DGRO0.0%0.0%—34.4%

JEPI0.0%0.0%34.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+7.5%Year to date+18.8%

7.9%Yield1.8%

+10.9%Past year+22.9%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026