Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, SCHD and BND

CSSDCohenSteers×EVPFEaton Vance×SCHDSchwab×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,881SCHD · best of the four

02 / 04

CSSD, EVPF, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M2.3

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.74%[…][…][…][…][…][…]$54M3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Cohen & Steers Short Duration Preferred and Income Active ETF · $69M$10,301

CSSD

SCHD

Schwab U.S. Dividend Equity ETF · $121B$13,526

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

CSSDMeasureSCHD

+3.0%Year to dateJan 1 → Nov 4+35.3%

[…]1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

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

5.24%Trailing 12-mo yield$524 · $291 a year on $10k2.91%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.5%

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

1–2SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs SCHD: Top 5 Holdings

Today

CSSD

2.7%in top 5

SCHD

in top 521.6%

CSSDStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.3%RF-PFnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CSSD vs SCHD Returns, Every Period

CohenSteersCSSD

[…]

past year

SCHDSchwab

+41.6%

past year

CSSDSCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSSD vs BND

YTD

CohenSteersCSSD

+3.0%

BNDVanguard

−0.1%

+3.0%Year to date−0.1%

[…]Worst drop · 1Y−4.5%

[…]Volatility · 1Y4.0%

5.2%Yield4.1%

$68.6MAssets$161B

2–0CSSD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, EVPF, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

EVPF0.20%$20

CSSD0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSSD, EVPF, SCHD, BND

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

BND4.13%$413

EVPF3.74%$374

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

BND$413 − $3 = $410

EVPF$374 − $20 = $354

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSSD, EVPF, SCHD, BND

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFSCHDBND

CSSD—0.7%0.0%[…]

EVPF0.7%—0.0%[…]

SCHD0.0%0.0%—[…]

BND[…][…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.5% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCHD

+3.0%Year to date+35.3%

5.2%Yield2.9%

[…]Past year+41.6%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026