Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, JEPI and SGOV

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,448JEPI · best of the four

02 / 04

CSSD, SCMC, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.4

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.0

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.3

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 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SCMC

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,091

$10,000 five years ago, dividends reinvested

SCMCMeasureSGOV

+1.9%Year to dateJan 1 → Nov 9+3.2%

[…]1 yearTotal return+3.8%

[…]3 years · per year$10,000 became […] · $11,417+4.5%

[…]5 years · per year$10,000 became […] · $12,091+3.9%

0.55%Expense ratio$55 · $9 a year on $10k · lower is better0.09%

4.39%Trailing 12-mo yield$439 · $363 a year on $10k3.63%

[…]Worst dropSmaller is better0.0%

[…]VolatilityLower is calmer0.2%

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

1–2SGOV wins

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

More Ways to See the Pairs

SCMC vs SGOV: Top 5 Holdings

Today

SCMC

2.9%in top 5

SGOV

in top 5[…]

SCMCStockSGOV

1.4%APOSnot top 5

0.5%KEY-PInot top 5

0.5%AEFCnot top 5

0.5%ATH-PAnot top 5

Held in common[…]

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

SCMC vs SGOV Returns, Every Period

Sterling CapitalSCMC

[…]

past year

SGOViShares

+3.8%

past year

SCMCSGOVFaded: behind in that period

0–1SGOV wins

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

SCMC vs JEPI

YTD

Sterling CapitalSCMC

+1.9%

JEPIJ.P. Morgan

+7.5%

+1.9%Year to date+7.5%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

4.4%Yield7.9%

$262MAssets$45.2B

2–0JEPI wins

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

Cost, Income and Risk

Fees: CSSD, SCMC, JEPI, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

JEPI0.35%$35

CSSD0.49%$49

SCMC0.55%$55

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

Yields: CSSD, SCMC, JEPI, SGOV

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

CSSD5.22%$522

SCMC4.39%$439

SGOV3.63%$363

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

SGOV$363 − $9 = $354

KeptFee

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

Overlap: CSSD, SCMC, JEPI, SGOV

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCJEPISGOV

CSSD—0.8%0.0%[…]

SCMC0.8%—0.0%[…]

JEPI0.0%0.0%—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+10.9%JEPI, at 9.0% volatility

SGOVWorst drop0.0%0.2% vol

JEPIWorst drop−6.7%9.0% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPICSSD

+7.5%Year to date+3.4%

7.9%Yield5.2%

+10.9%Past year[…]

0.35%Fee0.49%

3–0JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

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