JEPI vs CSSD

AJEPI

BCSSD

Measures won2–0JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · VCIT $10,508

Lowest cost0.03%VCIT · $3 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%JEPI and CSSD

JEPI

CSSD

JPMorgan Equity Premium Income ETF · $46.1BCohen & Steers Short Duration Preferred and Income Active ETF · $69M

+11.0%3 years · per year$13,674 · […][…]

+7.1%5 years · per year$14,108 · […][…]

0.35%Expense ratio$35 · $49 on $10k · lower wins0.49%

8.09%12-mo yield$809 · $525 on $10k5.25%

−6.7%Worst dropSmaller wins[…]

8.8%VolatilityLower wins[…]

2–0JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · CSSD

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

Held in common0.0%

End-of-day Nov 5, 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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
4	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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

All Four

5Y4 funds

#
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
4	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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

Cards for this view

JEPI vs CSSD

JEPI

JPMorgan Equity Premium Income

$14,108

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureJEPICSSD

Fee0.35%0.49%

Cost on $10k a year$35$49

Yield8.09%5.25%

5 years, per year+7.1%[…]

3 years, per year+11.0%[…]

Worst drop · 1Y−6.7%[…]

Volatility · 1Y8.8%[…]

2–0measures won
JEPI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: CSSD, JEPI, VCIT, BND

Today

0.0%most shared, CSSD and JEPI

CSSDJEPIVCITBND

CSSD—0.0%[…][…]

JEPI0.0%—[…][…]

VCIT[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VCIT$502 − $3 = $499

CSSD$525 − $49 = $476

BND$412 − $3 = $409

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee