CSPF vs JEPI

ACSPF

BJEPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,429JEPI · VCIT $10,415

Lowest cost0.03%VCIT · $3 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−3.2%CSPF · worst fall in 1Y

Held in common0.0%CSPF and JEPI

Cohen & Steers Preferred and Income Opportunities Active ETF · $419MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,634+10.9%

[…]5 years · per year[…] · $14,429+7.6%

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

5.79%12-mo yield$579 · $792 on $10k7.92%

Cards for this view

CSPF

Cohen & Steers Preferred and Income Opportunities Active

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureCSPFJEPI

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield5.79%7.92%

5 years, per year[…]+7.6%

3 years, per year[…]+10.9%

Worst drop · 1Y−3.2%−6.7%

Volatility · 1Y4.5%

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.05%	−0.7%	−1.4%	−0.6%	+6.2%	+0.8%	−4.9%	$66.6B
3	ACSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.79%	−1.2%	+2.2%	+3.0%	new	new	−3.2%	$419M

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.05%	−0.7%	−1.4%	−0.6%	+6.2%	+0.8%	−4.9%	$66.6B
3	ACSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.79%	−1.2%	+2.2%	+3.0%	new	new	−3.2%	$419M

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