Compare · 2 funds side by side · dividends reinvested

JEPI and CSSD

JEPIJ.P. Morgan×CSSDCohenSteers×

Versus in desk

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

02 / 03

JEPI and CSSD, 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

Rank among the two1st → 2ndFee, 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: JEPI 2020 · CSSD 2025

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

CSSD

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

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

JEPIMeasureCSSD

+5.2%Year to dateJan 1 → Nov 5+2.7%

+8.3%1 yearTotal return[…]

+11.0%3 years · per year$10,000 became $13,674 · […][…]

+7.1%5 years · per year$10,000 became $14,108 · […][…]

0.35%Expense ratio$35 · $49 a year on $10k · lower is better0.49%

8.09%Trailing 12-mo yield$809 · $525 a year on $10k5.25%

−6.7%Worst dropSmaller is better[…]

8.8%VolatilityLower is calmer[…]

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

3–0JEPI wins

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

More Ways to See the Pairs

JEPI vs CSSD: Top 5 Holdings

Today

JEPI

9.9%in top 5

CSSD

in top 52.8%

JEPIStockCSSD

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common0.0%

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

JEPI vs CSSD Returns, Every Period

J.P. MorganJEPI

+8.3%

past year

CSSDCohenSteers

[…]

past year

JEPICSSDFaded: behind in that period

1–0JEPI wins

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

Income vs Bonds: JEPI vs CSSD

YTD

J.P. MorganJEPI

+5.2%

CSSDCohenSteers

+2.7%

+5.2%Year to date+2.7%

−6.7%Worst drop · 1Y[…]

8.8%Volatility · 1Y[…]

8.1%Yield5.3%

$46.1BAssets$68.6M

2–0JEPI wins

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

Cost, Income and Risk

Fees: JEPI, CSSD

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

CSSD0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, CSSD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CSSD5.25%$525

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

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPI, CSSD

Today

0.0%most shared, JEPI and CSSD

JEPICSSD

JEPI—0.0%

CSSD0.0%—

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

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

CSSDWorst 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 Two

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