Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, JEPI and VIG

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,653VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

CSSD, SCMC, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.6

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$70M2.7

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.40%+1.7%[…][…][…][…][…]$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 11, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SCMC

More Ways to See the Pairs

SCMC vs CSSD: Top 5 Holdings

Today

SCMC

2.9%in top 5

CSSD

in top 52.7%

SCMCStockCSSD

1.4%APOS0.8%

not top 5RZC0.9%

0.5%KEY-PInot top 5

0.5%AEFCnot top 5

0.5%ATH-PA

Cost, Income and Risk

Fees: CSSD, SCMC, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

CSSD0.49%$49

SCMC0.55%$55

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

CSSD

Cohen & Steers Short Duration Preferred and Income Active ETF · $70M[…]

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

SCMCMeasureCSSD

+1.7%Year to dateJan 1 → Nov 11+3.0%

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $49 a year on $10k · lower is better0.49%

4.40%Trailing 12-mo yield$440 · $524 a year on $10k5.24%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

0–3CSSD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5AQNB0.4%

not top 5RF-PF0.4%

not top 5MTB-PJ0.4%

Held in common0.8%

End-of-day Nov 11, 2026 · share of each fund

SCMC vs CSSD Returns, Every Period

1Y

Sterling CapitalSCMC

[…]

past year

CSSDCohenSteers

[…]

past year

SCMCCSSDFaded: behind in that period

0–1CSSD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SCMC vs JEPI

YTD

Sterling CapitalSCMC

+1.7%

JEPIJ.P. Morgan

+8.6%

+1.7%Year to date+8.6%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

4.4%Yield7.8%

$262MAssets$46.8B

2–0JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CSSD, SCMC, JEPI, VIG

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

CSSD5.24%$524

SCMC4.40%$440

VIG1.45%$145

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

CSSD$524 − $49 = $475

SCMC$440 − $55 = $385

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSSD, SCMC, JEPI, VIG

Today

31.5%most shared, JEPI and VIG

CSSDSCMCJEPIVIG

CSSD—0.8%0.0%0.0%

SCMC0.8%—0.0%0.0%

JEPI0.0%0.0%—31.5%

VIG0.0%0.0%31.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+17.8%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+8.6%Year to date+16.0%

7.8%Yield1.4%

+11.2%Past year+17.8%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

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CSSD, SCMC, JEPI and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four