Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, AGG and SCHD

CSSDCohenSteers×EVPFEaton Vance×AGGiShares×SCHDSchwab×

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,234SCHD · best of the four

Story of the four · IncomeMost incomeCSSD · 5.24% · $524 a year on $10k

Story of the four · RiskSmallest drop

CSSD, EVPF, AGG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.7%−0.2%−4.6%4.1%$138B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$70M2.3

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.75%[…][…][…][…][…][…]$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 11, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · AGG 2003 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

More Ways to See the Pairs

CSSD vs EVPF: Top 5 Holdings

Today

CSSD

2.7%in top 5

EVPF

in top 55.9%

CSSDStockEVPF

not top 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.2%

not top 5SYF-PB1.0%

not top 5ATH-PA

Cost, Income and Risk

Fees: CSSD, EVPF, AGG, SCHD

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SCHD0.06%$6

EVPF0.20%$20

CSSD0.49%$49

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

Popular Pairs Near These Four

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

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

[…]

CSSD

EVPF

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

CSSDMeasureEVPF

+3.0%Year to dateJan 1 → Nov 11[…]

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $20 a year on $10k · lower is better0.20%

5.24%Trailing 12-mo yield$524 · $375 a year on $10k3.75%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

1–1Level

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

0.9%

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 common0.7%

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

CSSD vs EVPF Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

EVPFEaton Vance

[…]

past year

Returns […]

CSSDEVPFFaded: behind in that period

0–0Level

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

CSSD vs AGG

YTD

CohenSteersCSSD

+3.0%

AGGiShares

−0.7%

+3.0%Year to date−0.7%

[…]Worst drop · 1Y−4.6%

[…]Volatility · 1Y4.1%

5.2%Yield4.2%

$69.6MAssets$138B

2–0CSSD wins

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

Yields: CSSD, EVPF, AGG, SCHD

1Y

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

AGG4.15%$415

EVPF3.75%$375

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$475most kept, CSSD

CSSD$524 − $49 = $475

AGG$415 − $3 = $412

EVPF$375 − $20 = $355

SCHD$293 − $6 = $287

KeptFee

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

Overlap: CSSD, EVPF, AGG, SCHD

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFAGGSCHD

CSSD—0.7%[…]0.0%

EVPF0.7%—[…]0.0%

AGG[…][…]—[…]

SCHD0.0%0.0%[…]—

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

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

AGGWorst drop−4.6%4.1% vol

SCHDWorst drop−6.9%11.8% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDSCHD

+3.0%Year to date+34.6%

5.2%Yield2.9%

[…]Past year+39.3%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 11, 2026

−0.7%

4.2%Yield4.2%

$161BAssets$138B

0–0level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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CSSD, EVPF, AGG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four