Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, SCHD and BND

CSSDCohenSteers×CSPFCohenSteers×SCHDSchwab×BNDVanguard×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$13,915SCHD · best of the four

02 / 04

CSSD, CSPF, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.72%+3.4%+4.2%[…][…]−3.2%4.4%$419M2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.7

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 · CSPF 2025 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF · $419M[…]

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

SCHDMeasureCSPF

+33.2%Year to dateJan 1 → Nov 9+3.4%

+39.1%1 yearTotal return+4.2%

+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 · $59 a year on $10k · lower is better0.59%

2.96%Trailing 12-mo yield$296 · $572 a year on $10k5.72%

−6.9%Worst dropSmaller is better−3.2%

11.8%VolatilityLower is calmer4.4%

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

3–3Level

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 CSPF: Top 5 Holdings

Today

SCHD

21.4%in top 5

CSPF

in top 52.1%

SCHDStockCSPF

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 5BAC-PN0.5%

not top 5MS-PQ0.5%

not top 5PRS0.4%

not top 5ALL-PH0.4%

not top 5AHL-PE0.4%

Held in common0.0%

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

SCHD vs CSPF Returns, Every Period

SchwabSCHD

+39.1%

past year

CSPFCohenSteers

+4.2%

past year

SCHDCSPFFaded: behind in that period

2–0SCHD wins

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

SCHD vs CSPF

YTD

SchwabSCHD

+33.2%

CSPFCohenSteers

+3.4%

+33.2%Year to date+3.4%

−6.9%Worst drop · 1Y−3.2%

11.8%Volatility · 1Y4.4%

3.0%Yield5.7%

$120BAssets$419M

3–1CSPF wins

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

Cost, Income and Risk

Fees: CSSD, CSPF, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

CSSD0.49%$49

CSPF0.59%$59

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

Yields: CSSD, CSPF, SCHD, BND

5.72%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.72%$572

CSSD5.22%$522

BND4.12%$412

SCHD2.96%$296

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

Income After Fees on $10,000

$513most kept, CSPF

CSPF$572 − $59 = $513

CSSD$522 − $49 = $473

BND$412 − $3 = $409

SCHD$296 − $6 = $290

KeptFee

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

Overlap: CSSD, CSPF, SCHD, BND

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFSCHDBND

CSSD—1.8%0.0%[…]

CSPF1.8%—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

CSPFWorst drop−3.2%4.4% vol

SCHDWorst drop−6.9%11.8% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSPFSCHD

+3.4%Year to date+33.2%

5.7%Yield3.0%

+4.2%Past year+39.1%

0.59%Fee0.06%

3–1SCHD 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%

$120BAssets$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