JEPI vs CSSD

AJEPI

BCSSD

Measures won2–0JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · JEPI $14,448

Lowest cost0.03%BND · $3 on $10k

Most income7.93%JEPI · $793 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 · $45.2BCohen & Steers Short Duration Preferred and Income Active ETF · $69M

+11.0%3 years · per year$13,679 · […][…]

+7.6%5 years · per year$14,448 · […][…]

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

7.93%12-mo yield$793 · $522 on $10k5.22%

−6.7%Worst dropSmaller wins[…]

9.0%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 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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M

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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M

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

JEPI vs CSSD

JEPI

JPMorgan Equity Premium Income

$14,448

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureJEPICSSD

Fee0.35%0.49%

Cost on $10k a year$35$49

Yield7.93%5.22%

5 years, per year+7.6%[…]

3 years, per year+11.0%[…]

Worst drop · 1Y−6.7%[…]

Volatility · 1Y9.0%[…]

2–0measures won
JEPI first

0.0%

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

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

Overlap: CSSD, JEPI, VIG, BND

Today

31.2%most shared, JEPI and VIG

CSSDJEPIVIGBND

CSSD—0.0%0.0%[…]

JEPI0.0%—31.2%[…]

VIG0.0%31.2%—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

CSSD$522 − $49 = $473

BND$412 − $3 = $409

VIG$146 − $4 = $142

KeptFee

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