CSSD vs EVPF

ACSSD

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.20%EVPF · $20 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.7%CSSD and EVPF

CSSD

EVPF

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MEaton Vance Preferred Securities and Income ETF · $58M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $20 on $10k · lower wins0.20%

5.25%12-mo yield$525 · $376 on $10k3.76%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSSD · EVPF

0.2%TMUSL0.5%

0.2%FITB-PM1.3%

0.4%RF-PF0.1%

0.1%ATH-PE0.3%

Held in common0.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSSD vs EVPF

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasureCSSDEVPF

Fee0.49%0.20%

Cost on $10k a year$49$20

Yield5.25%3.76%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

1–1measures won
level

0.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CSSD, EVPF, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

CSSDEVPFJEPQJEPI

CSSD—0.7%0.0%0.0%

EVPF0.7%—0.0%0.5%

JEPQ0.0%0.0%—26.8%

JEPI0.0%0.5%26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

CSSD$525 − $49 = $476

EVPF$376 − $20 = $356

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee