CSSD vs JEPI

ACSSD

BJEPI

Measures won0–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,429JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common0.0%CSSD and JEPI

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,634+10.9%

[…]5 years · per year[…] · $14,429+7.6%

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

5.24%12-mo yield$524 · $792 on $10k7.92%

Cards for this view

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureCSSDJEPI

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield5.24%7.92%

5 years, per year[…]+7.6%

3 years, per year[…]+10.9%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	−0.5%	+2.9%	new	new	new	[…]	$69M
3	SCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.40%	−0.2%	+1.6%	new	new	new	[…]	$262M

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	−0.5%	+2.9%	new	new	new	[…]	$69M
3	SCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.40%	−0.2%	+1.6%	new	new	new	[…]	$262M

Loading…