Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, VYM and JEPI

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,387VYM · best of the four

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

Story of the four · RiskSmallest drop

CSSD, SCMC, VYM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.1%+19.1%+20.3%+11.7%−6.7%10.8%$78.9B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.6

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$70M2.7

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.41%+1.4%[…][…][…][…][…]$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 12, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · VYM 2006 · JEPI 2020

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, VYM, JEPI

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

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 Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

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

+1.4%Year to dateJan 1 → Nov 12+2.8%

[…]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%

4.41%Trailing 12-mo yield$441 · $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 12, 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 12, 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 12, 2026 · dividends in · faded = behind in that period

SCMC vs JEPI

YTD

Sterling CapitalSCMC

+1.4%

JEPIJ.P. Morgan

+8.3%

+1.4%Year to date+8.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

4.4%Yield7.9%

$262MAssets$47.3B

2–0JEPI wins

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

Yields: CSSD, SCMC, VYM, JEPI

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

CSSD5.25%$525

SCMC4.41%$441

VYM2.23%$223

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

VYM$223 − $4 = $219

KeptFee

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

Overlap: CSSD, SCMC, VYM, JEPI

Today

26.0%most shared, VYM and JEPI

CSSDSCMCVYMJEPI

CSSD—0.8%0.0%0.0%

SCMC0.8%—0.0%0.0%

VYM0.0%0.0%—26.0%

JEPI0.0%0.0%26.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+19.1%VYM, at 10.8% volatility

JEPIWorst drop−6.7%9.0% vol

VYMWorst drop−6.7%10.8% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIVYM

+8.3%Year to date+17.1%

7.9%Yield2.2%

+10.1%Past year+19.1%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

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, VYM and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four