CSSD vs JEPI

ACSSD

BJEPI

Measures won0–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI · SGOV $12,086

Lowest cost0.09%SGOV · $9 on $10k

Most income7.83%JEPI · $783 on $10k

Smallest drop0.0%SGOV · 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 · $46.0B

[…]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%	$46.0B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.5B
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%	$46.0B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.5B
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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: CSSD, JEPI, SGOV

Today

0.0%most shared, CSSD and JEPI

CSSDJEPISGOV

CSSD—0.0%[…]

JEPI0.0%—[…]

SGOV[…][…]—

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

SGOV$363 − $9 = $354

KeptFee

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