Compare · 3 funds side by side · dividends reinvested

CSPF, USOY and SCHD

CSPFCohenSteers×USOYDefiance×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeUSOY · 55.26% · $5,526 a year on $10k

Story of the three · RiskSmallest drop

CSPF, USOY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.8

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.81%+1.9%+2.4%[…][…]−3.2%4.5%$420M2.0

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.26%+58.5%+55.6%[…][…]−25.5%39.2%$72M2.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSPF 2025 · USOY 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Cohen & Steers Preferred and Income Opportunities Active ETF · $420M[…]

CSPF

USOY

Oil Enhanced Options Income ETF · $72M[…]

$10,000 five years ago, dividends reinvested

CSPFMeasure

More Ways to See the Pairs

CSPF vs USOY: Top 5 Holdings

Today

CSPF

2.2%in top 5

USOY

in top 5[…]

CSPFStockUSOY

0.5%PRSnot top 5

0.5%AHL-PEnot top 5

0.5%BAC-PNnot top 5

0.4%MS-PQnot top 5

0.4%ALL-PH

Cost, Income and Risk

Fees: CSPF, USOY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CSPF0.59%$59

USOY1.12%$112

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

USOY

+1.9%Year to dateJan 1 → Nov 12+58.5%

+2.4%1 yearTotal return+55.6%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.59%Expense ratio$59 · $112 a year on $10k · lower is better1.12%

5.81%Trailing 12-mo yield$581 · $5,526 a year on $10k55.26%

−3.2%Worst dropSmaller is better−25.5%

4.5%VolatilityLower is calmer39.2%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

CSPF vs USOY Returns, Every Period

1Y

CohenSteersCSPF

+2.4%

past year

USOYDefiance

+55.6%

past year

CSPFUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CSPF vs USOY

YTD

CohenSteersCSPF

+1.9%

USOYDefiance

+58.5%

+1.9%Year to date+58.5%

−3.2%Worst drop · 1Y−25.5%

4.5%Volatility · 1Y39.2%

5.8%Yield55.3%

$420MAssets$72.0M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSPF, USOY, SCHD

1Y

55.26%highest, USOY

FundTrailing yieldYield$10k

USOY55.26%$5,526

CSPF5.81%$581

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$5,414most kept, USOY

USOY$5,526 − $112 = $5,414

CSPF$581 − $59 = $522

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSPF, USOY, SCHD

Today

0.0%most shared, CSPF and SCHD

CSPFUSOYSCHD

CSPF—[…]0.0%

USOY[…]—[…]

SCHD0.0%[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+55.6%USOY, at 39.2% volatility

CSPFWorst drop−3.2%4.5% vol

SCHDWorst drop−6.9%11.7% vol

USOYWorst drop−25.5%39.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

USOYSCHD

+58.5%Year to date+34.2%

55.3%Yield2.9%

+55.6%Past year+36.8%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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CSPF, USOY and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CSPF, USOY, SCHD