Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, SCHD and VCIT

CSSDCohenSteers×CSPFCohenSteers×SCHDSchwab×VCITVanguard×

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 VCIT, 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%$419M1.8

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 Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.4

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 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

CSPF

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

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

CSSDMeasureCSPF

+3.4%Year to dateJan 1 → Nov 9+3.4%

[…]1 yearTotal return+4.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $59 a year on $10k · lower is better0.59%

5.22%Trailing 12-mo yield$522 · $572 a year on $10k5.72%

[…]Worst dropSmaller is better−3.2%

[…]VolatilityLower is calmer4.4%

CSSDCSPF 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

CSSD vs CSPF: Top 5 Holdings

Today

CSSD

2.8%in top 5

CSPF

in top 52.1%

CSSDStockCSPF

0.9%RZCnot top 5

0.8%APOSnot top 5

not top 5BAC-PN0.5%

not top 5MS-PQ0.5%

not top 5PRS0.4%

0.4%AQNBnot top 5

not top 5ALL-PH0.4%

not top 5AHL-PE0.4%

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common1.8%

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

CSSD vs CSPF Returns, Every Period

CohenSteersCSSD

[…]

past year

CSPFCohenSteers

+4.2%

past year

CSSDCSPFFaded: behind in that period

0–0Level

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

Bonds vs Income: CSSD vs CSPF

YTD

CohenSteersCSSD

+3.4%

CSPFCohenSteers

+3.4%

+3.4%Year to date+3.4%

[…]Worst drop · 1Y−3.2%

[…]Volatility · 1Y4.4%

5.2%Yield5.7%

$69.5MAssets$419M

1–0CSPF wins

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

Cost, Income and Risk

Fees: CSSD, CSPF, SCHD, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$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, VCIT

5.72%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.72%$572

CSSD5.22%$522

VCIT5.02%$502

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

VCIT$502 − $3 = $499

CSSD$522 − $49 = $473

SCHD$296 − $6 = $290

KeptFee

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

Overlap: CSSD, CSPF, SCHD, VCIT

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFSCHDVCIT

CSSD—1.8%0.0%[…]

CSPF1.8%—0.0%[…]

SCHD0.0%0.0%—[…]

VCIT[…][…][…]—

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

CSPFWorst drop−3.2%4.4% vol

VCITWorst drop−4.9%4.5% 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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026