CSSD vs JEPI

ACSSD

BJEPI

Measures won0–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI · BND $9,950

Lowest cost0.03%BND · $3 on $10k

Most income7.83%JEPI · $783 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common0.0%CSSD and JEPI

CSSD

JEPI

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MJPMorgan Equity Premium Income ETF · $46.1B

[…]3 years · per year[…] · $14,269+12.6%

[…]5 years · per year[…] · $14,635+7.9%

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

5.24%12-mo yield$524 · $783 on $10k7.83%

[…]Worst dropSmaller wins−6.7%

[…]VolatilityLower wins8.1%

0–2JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSSD · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSSD vs JEPI

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureCSSDJEPI

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield5.24%7.83%

5 years, per year[…]+7.9%

3 years, per year[…]+12.6%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]8.1%

2–0measures won
JEPI first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: CSSD, JEPI, BND

Today

0.0%most shared, CSSD and JEPI

CSSDJEPIBND

CSSD—0.0%[…]

JEPI0.0%—[…]

BND[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

CSSD$524 − $49 = $475

BND$413 − $3 = $410

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee