Compare · 3 funds side by side · dividends reinvested

CSSD, SCMC and JEPI

CSSDCohenSteers×SCMCSterling Capital×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

CSSD, SCMC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.0

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$70M2.0

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.41%+1.4%[…][…][…][…][…]$262M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.3B$14,510

JEPI

SCMC

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

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

JEPI

More Ways to See the Pairs

JEPI vs SCMC: Top 5 Holdings

Today

JEPI

9.7%in top 5

SCMC

in top 52.9%

JEPIStockSCMC

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: CSSD, SCMC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

CSSD0.49%$49

SCMC0.55%$55

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCMC

+8.3%Year to dateJan 1 → Nov 12+1.4%

+10.1%1 yearTotal return[…]

+11.1%3 years · per year$10,000 became $13,724 · […][…]

+7.7%5 years · per year$10,000 became $14,510 · […][…]

0.35%Expense ratio$35 · $55 a year on $10k · lower is better0.55%

7.86%Trailing 12-mo yield$786 · $441 a year on $10k4.41%

−6.7%Worst dropSmaller is better[…]

9.0%VolatilityLower is calmer[…]

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

3–0JEPI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5APOS1.4%

not top 5KEY-PI0.5%

not top 5AEFC0.5%

not top 5ATH-PA0.5%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

JEPI vs SCMC Returns, Every Period

1Y

J.P. MorganJEPI

+10.1%

past year

SCMCSterling Capital

[…]

past year

JEPISCMCFaded: behind in that period

1–0JEPI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPI vs CSSD

YTD

J.P. MorganJEPI

+8.3%

CSSDCohenSteers

+2.8%

+8.3%Year to date+2.8%

−6.7%Worst drop · 1Y[…]

9.0%Volatility · 1Y[…]

7.9%Yield5.2%

$47.3BAssets$69.6M

2–0JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSSD, SCMC, JEPI

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

CSSD5.25%$525

SCMC4.41%$441

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

CSSD$525 − $49 = $476

SCMC$441 − $55 = $386

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSSD, SCMC, JEPI

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCJEPI

CSSD—0.8%0.0%

SCMC0.8%—0.0%

JEPI0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSSD

+8.3%Year to date+2.8%

7.9%Yield5.2%

+10.1%Past year[…]

0.35%Fee0.49%

3–0JEPI wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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CSSD, SCMC and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CSSD, SCMC, JEPI