Compare · 3 funds side by side · dividends reinvested

CSSD, SCMC and JEPI

CSSDCohenSteers×SCMCSterling Capital×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 03

CSSD, SCMC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.0

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.0

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.8%[…][…][…][…][…]$261M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Sterling Capital Multi-Strategy Income ETF · $261M[…]

SCMC

CSSD

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

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

SCMCMeasureCSSD

+1.8%Year to dateJan 1 → Nov 5+2.7%

[…]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%

4.39%Trailing 12-mo yield$439 · $525 a year on $10k5.25%

[…]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 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCMC vs CSSD: Top 5 Holdings

Today

SCMC

2.9%in top 5

CSSD

in top 52.8%

SCMCStockCSSD

1.4%APOS0.8%

not top 5RZC0.9%

0.5%KEY-PInot top 5

0.5%AEFCnot top 5

0.5%ATH-PAnot top 5

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common0.8%

End-of-day Nov 5, 2026 · share of each fund

SCMC vs CSSD Returns, Every Period

Sterling CapitalSCMC

[…]

past year

CSSDCohenSteers

[…]

past year

SCMCCSSDFaded: behind in that period

0–1CSSD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SCMC vs JEPI

YTD

Sterling CapitalSCMC

+1.8%

JEPIJ.P. Morgan

+5.2%

+1.8%Year to date+5.2%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

4.4%Yield8.1%

$261MAssets$46.1B

2–0JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

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 5, 2026 · fee on $10,000 a year

Yields: CSSD, SCMC, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSSD5.25%$525

SCMC4.39%$439

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSSD$525 − $49 = $476

SCMC$439 − $55 = $384

KeptFee

End-of-day Nov 5, 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 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.3%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICSSD

+5.2%Year to date+2.7%

8.1%Yield5.3%

+8.3%Past year[…]

0.35%Fee0.49%

3–0JEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026