CSPF vs JEPI

ACSPF

BJEPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,510JEPI · SGOV $12,095

Lowest cost0.09%SGOV · $9 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common0.0%CSPF and JEPI

Cohen & Steers Preferred and Income Opportunities Active ETF · $420MJPMorgan Equity Premium Income ETF · $47.3B

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

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

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

5.81%12-mo yield$581 · $786 on $10k7.86%

Cards for this view

CSPF

Cohen & Steers Preferred and Income Opportunities Active

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureCSPFJEPI

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield5.81%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−3.2%−6.7%

Volatility · 1Y4.5%

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$117.1B
3	ACSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.81%	−0.3%	+1.9%	+2.4%	new	new	−3.2%	$420M

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$117.1B
3	ACSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.81%	−0.3%	+1.9%	+2.4%	new	new	−3.2%	$420M

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