Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, VYM and BND

CSSDCohenSteers×EVPFEaton Vance×VYMVanguard×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

CSSD, EVPF, VYM and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.3%+5.0%−0.0%−4.5%4.0%$161B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.21%+3.5%[…][…][…][…][…]$69M2.3

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$58M3.0

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 · EVPF 2026 · VYM 2006 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Vanguard High Dividend Yield ETF · $78.9B$11,540

VYM

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

$10,000 since Jan 1, dividends reinvested · they hold 0.5% in common

VYMMeasureEVPF

+15.4%Year to dateJan 1 → Nov 9[…]

+19.5%1 yearTotal return[…]

+19.7%3 years · per year$10,000 became $17,150 · […][…]

+11.5%5 years · per year$10,000 became $17,254 · […][…]

0.04%Expense ratio$4 · $20 a year on $10k · lower is better0.20%

2.26%Trailing 12-mo yield$226 · $376 a year on $10k3.76%

−6.7%Worst dropSmaller is better[…]

10.8%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

VYM vs EVPF: Top 5 Holdings

Today

VYM

18.2%in top 5

EVPF

in top 55.9%

VYMStockEVPF

6.9%AVGOnot top 5

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

not top 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common0.5%

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

VYM vs EVPF Returns, Every Period

VanguardVYM

+19.5%

past year

EVPFEaton Vance

[…]

past year

Returns […]

VYMEVPFFaded: behind in that period

0–0Level

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

Income vs Bonds: VYM vs CSSD

YTD

VanguardVYM

+15.4%

CSSDCohenSteers

+3.5%

+15.4%Year to date+3.5%

−6.7%Worst drop · 1Y[…]

10.8%Volatility · 1Y[…]

2.3%Yield5.2%

$78.9BAssets$69.5M

1–1level

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

Cost, Income and Risk

Fees: CSSD, EVPF, VYM, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VYM0.04%$4

EVPF0.20%$20

CSSD0.49%$49

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

Yields: CSSD, EVPF, VYM, BND

5.21%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.21%$521

BND4.12%$412

EVPF3.76%$376

VYM2.26%$226

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

Income After Fees on $10,000

$472most kept, CSSD

CSSD$521 − $49 = $472

BND$412 − $3 = $409

EVPF$376 − $20 = $356

VYM$226 − $4 = $222

KeptFee

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

Overlap: CSSD, EVPF, VYM, BND

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFVYMBND

CSSD—0.7%0.0%[…]

EVPF0.7%—0.5%[…]

VYM0.0%0.5%—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+19.5%VYM, at 10.8% volatility

BNDWorst drop−4.5%4.0% vol

VYMWorst drop−6.7%10.8% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDVYM

+3.5%Year to date+15.4%

5.2%Yield2.3%

[…]Past year+19.5%

0.49%Fee0.04%

2–1VYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.0%

+0.1%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

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