Compare · 4 funds side by side · dividends reinvested

CSPF, VCIT, SGOV and SCHD

CSPFCohenSteers×VCITVanguard×SGOViShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

CSPF, VCIT, SGOV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.1

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.3

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.80%+2.0%+2.6%[…][…]−3.2%4.1%$402M2.5

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.8%+0.4%+6.9%+1.0%−4.9%4.5%$66.6B2.8

Rank among the four1st → 4thFee, 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 · VCIT 2009 · SGOV 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CSPF

VCIT

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,493

$10,000 five years ago, dividends reinvested

CSPFMeasureVCIT

+2.0%Year to dateJan 1 → Nov 6−0.8%

+2.6%1 yearTotal return+0.4%

[…]3 years · per year$10,000 became […] · $12,210+6.9%

[…]5 years · per year$10,000 became […] · $10,493+1.0%

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

5.80%Trailing 12-mo yield$580 · $502 a year on $10k5.02%

−3.2%Worst dropSmaller is better−4.9%

4.1%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 6, 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 6, 2026 · share of each fund

CSPF vs VCIT Returns, Every Period

CohenSteersCSPF

+2.6%

past year

VCITVanguard

+0.4%

past year

CSPFVCITFaded: behind in that period

2–0CSPF 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, VCIT, SGOV, SCHD

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

SCHD0.06%$6

SGOV0.09%$9

CSPF0.59%$59

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

Yields: CSPF, VCIT, SGOV, SCHD

5.80%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.80%$580

VCIT5.02%$502

SGOV3.63%$363

SCHD3.00%$300

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

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

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

Overlap: CSPF, VCIT, SGOV, SCHD

Today

0.0%most shared, CSPF and SCHD

CSPFVCITSGOVSCHD

CSPF—[…][…]0.0%

VCIT[…]—[…][…]

SGOV[…][…]—[…]

SCHD0.0%[…][…]—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SGOVWorst drop0.0%0.2% vol

CSPFWorst drop−3.2%4.1% vol

VCITWorst drop−4.9%4.5% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

CSPFSCHD

+2.0%Year to date+31.4%

5.8%Yield3.0%

+2.6%Past year+37.0%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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