JEPI vs CSPF

AJEPI

BCSPF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−3.2%CSPF · worst fall in 1Y

Held in common0.0%JEPI and CSPF

JEPI

CSPF

JPMorgan Equity Premium Income ETF · $45.2BCohen & Steers Preferred and Income Opportunities Active ETF · $402M

+10.7%3 years · per year$13,562 · […][…]

+7.1%5 years · per year$14,118 · […][…]

0.35%Expense ratio$35 · $59 on $10k · lower wins0.59%

8.09%12-mo yield$809 · $580 on $10k5.80%

−6.7%Worst dropSmaller wins−3.2%

8.8%VolatilityLower wins4.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · CSPF

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

Both

5Y2 funds

#			Trend
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk		0.59%	5.80%	+0.1%	+2.0%	+2.6%	new	new	−3.2%	$402M

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

Both

5Y2 funds

#			Trend
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk		0.59%	5.80%	+0.1%	+2.0%	+2.6%	new	new	−3.2%	$402M

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

JEPI vs CSPF

JEPI

JPMorgan Equity Premium Income

$14,118

CSPF

Cohen & Steers Preferred and Income Opportunities Active

[…]

MeasureJEPICSPF

Fee0.35%0.59%

Cost on $10k a year$35$59

Yield8.09%5.80%

5 years, per year+7.1%[…]

3 years, per year+10.7%[…]

Worst drop · 1Y−6.7%−3.2%

Volatility · 1Y8.8%4.1%

2–2measures won
level

0.0%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JEPI, CSPF

Today

0.0%most shared, JEPI and CSPF

JEPICSPF

JEPI—0.0%

CSPF0.0%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSPF$580 − $59 = $521

KeptFee

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