Compare · 3 funds side by side · dividends reinvested

CSSD, CSPF and SCHD

CSSDCohenSteers×CSPFCohenSteers×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeCSPF · 5.79% · $579 a year on $10k

Story of the three · RiskSmallest drop

CSSD, CSPF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.5

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.79%+2.3%+2.6%[…][…]−3.2%4.5%$420M1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$70M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Cohen & Steers Short Duration Preferred and Income Active ETF · $70M$10,301

CSSD

SCHD

Schwab U.S. Dividend Equity ETF · $123B$13,455

$10,000 since Jan 1, dividends reinvested · they hold 0.0% in common

More Ways to See the Pairs

CSSD vs SCHD: Top 5 Holdings

Today

CSSD

2.7%in top 5

SCHD

in top 521.7%

CSSDStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: CSSD, CSPF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CSSD0.49%$49

CSPF0.59%$59

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

CSSD

Measure

SCHD

+3.0%Year to dateJan 1 → Nov 11+34.6%

[…]1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

5.24%Trailing 12-mo yield$524 · $293 a year on $10k2.93%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

1–2SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%RF-PFnot top 5

0.4%MTB-PJnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

CSSD vs SCHD Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

SCHDSchwab

+39.3%

past year

CSSDSCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs CSPF

YTD

CohenSteersCSSD

+3.0%

CSPFCohenSteers

+2.3%

+3.0%Year to date+2.3%

[…]Worst drop · 1Y−3.2%

[…]Volatility · 1Y4.5%

5.2%Yield5.8%

$69.6MAssets$420M

1–1level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CSSD, CSPF, SCHD

1Y

5.79%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.79%$579

CSSD5.24%$524

SCHD2.93%$293

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$520most kept, CSPF

CSPF$579 − $59 = $520

CSSD$524 − $49 = $475

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSSD, CSPF, SCHD

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFSCHD

CSSD—1.8%0.0%

CSPF1.8%—0.0%

SCHD0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

CSPFWorst drop−3.2%4.5% vol

SCHDWorst drop−6.9%11.8% vol

CSSDWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CSPFSCHD

+2.3%Year to date+34.6%

5.8%Yield2.9%

+2.6%Past year+39.3%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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CSSD, CSPF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CSSD, CSPF, SCHD