Compare · 3 funds side by side · dividends reinvested

CSPF, VCIT and SCHD

CSPFCohenSteers×VCITVanguard×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,454SCHD · best of the three

02 / 04

CSPF, VCIT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.74%+3.2%+4.0%[…][…]−3.2%4.3%$419M1.7

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.9

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSPF 2025 · VCIT 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CSPF

VCIT

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,510

$10,000 five years ago, dividends reinvested

CSPFMeasureVCIT

+3.2%Year to dateJan 1 → Nov 9−0.7%

+4.0%1 yearTotal return+0.0%

[…]3 years · per year$10,000 became […] · $12,129+6.6%

[…]5 years · per year$10,000 became […] · $10,510+1.0%

0.59%Expense ratio$59 · $3 a year on $10k · lower is better0.03%

5.74%Trailing 12-mo yield$574 · $502 a year on $10k5.02%

−3.2%Worst dropSmaller is better−4.9%

4.3%VolatilityLower is calmer4.5%

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

5–1CSPF wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSPF vs VCIT: Top 5 Holdings

Today

CSPF

2.1%in top 5

VCIT

in top 5[…]

CSPFStockVCIT

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 common[…]

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

CSPF vs VCIT Returns, Every Period

CohenSteersCSPF

+4.0%

past year

VCITVanguard

+0.0%

past year

CSPFVCITFaded: behind in that period

2–0CSPF wins

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

Income vs Bonds: CSPF vs VCIT

YTD

CohenSteersCSPF

+3.2%

VCITVanguard

−0.7%

+3.2%Year to date−0.7%

−3.2%Worst drop · 1Y−4.9%

4.3%Volatility · 1Y4.5%

5.7%Yield5.0%

$419MAssets$66.6B

4–0CSPF wins

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

Cost, Income and Risk

Fees: CSPF, VCIT, SCHD

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

SCHD0.06%$6

CSPF0.59%$59

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

Yields: CSPF, VCIT, SCHD

5.74%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.74%$574

VCIT5.02%$502

SCHD2.96%$296

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

Income After Fees on $10,000

$515most kept, CSPF

CSPF$574 − $59 = $515

VCIT$502 − $3 = $499

SCHD$296 − $6 = $290

KeptFee

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

Overlap: CSPF, VCIT, SCHD

Today

0.0%most shared, CSPF and SCHD

CSPFVCITSCHD

CSPF—[…]0.0%

VCIT[…]—[…]

SCHD0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

CSPFWorst drop−3.2%4.3% vol

VCITWorst drop−4.9%4.5% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

CSPFSCHD

+3.2%Year to date+33.1%

5.7%Yield3.0%

+4.0%Past year+39.1%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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