CSSD vs JEPQ

ACSSD

BJEPQ

Measures won0–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%CSSD and JEPQ

CSSD

JEPQ

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

[…]3 years · per year[…] · $16,202+17.4%

[…]5 years · per year[…]

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

5.25%12-mo yield$525 · $1,279 on $10k12.79%

[…]Worst dropSmaller wins−11.5%

[…]VolatilityLower wins16.7%

0–2JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSSD · JEPQ

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

Held in common0.0%

End-of-day Nov 6, 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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSSD vs JEPQ

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCSSDJEPQ

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield5.25%12.79%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y[…]−11.5%

Volatility · 1Y[…]16.7%

2–0measures won
JEPQ first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CSSD, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

CSSDJEPQJEPI

CSSD—0.0%0.0%

JEPQ0.0%—26.8%

JEPI0.0%26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

CSSD$525 − $49 = $476

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee