CSSD vs EVPF

ACSSD

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−7.9%VIG · 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%

5.22%12-mo yield$522 · $371 on $10k3.71%

[…]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 9, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.71%	+1.4%	new	new	new	new	[…]	$58M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.71%	+1.4%	new	new	new	new	[…]	$58M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 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

Yield5.22%3.71%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

1–1measures won
level

0.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: CSSD, EVPF, VIG, JEPQ

Today

26.2%most shared, VIG and JEPQ

CSSDEVPFVIGJEPQ

CSSD—0.7%0.0%0.0%

EVPF0.7%—0.0%0.0%

VIG0.0%0.0%—26.2%

JEPQ0.0%0.0%26.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

CSSD$522 − $49 = $473

EVPF$371 − $20 = $351

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee