Compare · 3 funds side by side · dividends reinvested

CSPF, DGRO and VCIT

CSPFCohenSteers×DGROiShares×VCITVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

CSPF, DGRO and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.80%+2.0%+2.6%[…][…]−3.2%4.1%$402M1.7

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.9

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.8%+0.4%+6.9%+1.0%−4.9%4.5%$66.6B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSPF 2025 · DGRO 2014 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Preferred and Income Opportunities Active ETF · $402M[…]

CSPF

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,835

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

CSPFMeasureDGRO

+2.0%Year to dateJan 1 → Nov 6+16.6%

+2.6%1 yearTotal return+20.3%

[…]3 years · per year$10,000 became […] · $17,593+20.7%

[…]5 years · per year$10,000 became […] · $16,835+11.0%

0.59%Expense ratio$59 · $8 a year on $10k · lower is better0.08%

5.80%Trailing 12-mo yield$580 · $187 a year on $10k1.87%

−3.2%Worst dropSmaller is better−6.5%

4.1%VolatilityLower is calmer10.2%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSPF vs DGRO: Top 5 Holdings

Today

CSPF

2.1%in top 5

DGRO

in top 515.0%

CSPFStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

0.5%BAC-PNnot top 5

0.4%MS-PQnot top 5

0.4%PRSnot top 5

0.4%ALL-PHnot top 5

0.3%NBS.Lnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CSPF vs DGRO Returns, Every Period

CohenSteersCSPF

+2.6%

past year

DGROiShares

+20.3%

past year

CSPFDGROFaded: behind in that period

0–2DGRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: CSPF vs VCIT

YTD

CohenSteersCSPF

+2.0%

VCITVanguard

−0.8%

+2.0%Year to date−0.8%

−3.2%Worst drop · 1Y−4.9%

4.1%Volatility · 1Y4.5%

5.8%Yield5.0%

$402MAssets$66.6B

4–0CSPF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSPF, DGRO, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

DGRO0.08%$8

CSPF0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSPF, DGRO, VCIT

5.80%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.80%$580

VCIT5.02%$502

DGRO1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$521most kept, CSPF

CSPF$580 − $59 = $521

VCIT$502 − $3 = $499

DGRO$187 − $8 = $179

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSPF, DGRO, VCIT

Today

0.0%most shared, CSPF and DGRO

CSPFDGROVCIT

CSPF—0.0%[…]

DGRO0.0%—[…]

VCIT[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

CSPFWorst drop−3.2%4.1% vol

VCITWorst drop−4.9%4.5% vol

DGROWorst drop−6.5%10.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSPFDGRO

+2.0%Year to date+16.6%

5.8%Yield1.9%

+2.6%Past year+20.3%

0.59%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026