CSSD vs JEPI

ACSSD

BJEPI

Measures won0–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI · MUB $10,302

Lowest cost0.05%MUB · $5 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.3%MUB · worst fall in 1Y

Held in common0.0%CSSD and JEPI

Cohen & Steers Short Duration Preferred and Income Active ETF · $70MJPMorgan Equity Premium Income ETF · $47.3B

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

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

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

5.25%12-mo yield$525 · $786 on $10k7.86%

Cards for this view

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureCSSDJEPI

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield5.25%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

#
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	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.29%	−0.8%	−0.3%	−0.2%	+3.4%	+0.6%	−6.3%	$54.6B
3	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.2%	+2.8%	new	new	new	[…]	$70M
4	EVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.77%	−0.5%	new	new	new	new	[…]	$58M

#
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	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.29%	−0.8%	−0.3%	−0.2%	+3.4%	+0.6%	−6.3%	$54.6B
3	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.2%	+2.8%	new	new	new	[…]	$70M
4	EVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.77%	−0.5%	new	new	new	new	[…]	$58M

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