Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, SCHD and BND

CSSDCohenSteers×SCMCSterling Capital×SCHDSchwab×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

CSSD, SCMC, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.0

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.9%[…][…][…][…][…]$262M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$17,123

SCHD

CSSD

Cohen & Steers Short Duration Preferred and Income Active ETF · $69M[…]

$10,000 three years ago, dividends reinvested · they hold 0.0% in common

SCHDMeasureCSSD

+33.2%Year to dateJan 1 → Nov 9+3.4%

+39.1%1 yearTotal return[…]

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $49 a year on $10k · lower is better0.49%

2.96%Trailing 12-mo yield$296 · $522 a year on $10k5.22%

−6.9%Worst dropSmaller is better[…]

11.8%VolatilityLower is calmer[…]

SCHDCSSD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–1SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs CSSD: Top 5 Holdings

Today

SCHD

21.4%in top 5

CSSD

in top 52.8%

SCHDStockCSSD

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs CSSD Returns, Every Period

SchwabSCHD

+39.1%

past year

CSSDCohenSteers

[…]

past year

SCHDCSSDFaded: behind in that period

1–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs CSSD

YTD

SchwabSCHD

+33.2%

CSSDCohenSteers

+3.4%

+33.2%Year to date+3.4%

−6.9%Worst drop · 1Y[…]

11.8%Volatility · 1Y[…]

3.0%Yield5.2%

$122BAssets$69.5M

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SCMC, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

CSSD0.49%$49

SCMC0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, SCMC, SCHD, BND

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

SCMC4.39%$439

BND4.12%$412

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

BND$412 − $3 = $409

SCMC$439 − $55 = $384

SCHD$296 − $6 = $290

KeptFee

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

Overlap: CSSD, SCMC, SCHD, BND

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCSCHDBND

CSSD—0.8%0.0%[…]

SCMC0.8%—0.0%[…]

SCHD0.0%0.0%—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.8% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCHD

+3.4%Year to date+33.2%

5.2%Yield3.0%

[…]Past year+39.1%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

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

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