Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, SCHD and VCIT

CSSDCohenSteers×CSPFCohenSteers×SCHDSchwab×VCITVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

CSSD, CSPF, SCHD and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.81%+1.9%+2.6%[…][…]−3.2%4.1%$402M2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B2.0

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.3

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.6%+0.3%+7.3%+1.0%−4.9%4.5%$66.6B2.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · SCHD 2011 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,375

SCHD

CSPF

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

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

SCHDMeasureCSPF

+32.3%Year to dateJan 1 → Nov 5+1.9%

+38.7%1 yearTotal return+2.6%

+20.3%3 years · per year$10,000 became $17,414 · […][…]

+10.4%5 years · per year$10,000 became $16,375 · […][…]

0.06%Expense ratio$6 · $59 a year on $10k · lower is better0.59%

2.98%Trailing 12-mo yield$298 · $581 a year on $10k5.81%

−6.9%Worst dropSmaller is better−3.2%

11.7%VolatilityLower is calmer4.1%

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

3–3Level

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

More Ways to See the Pairs

SCHD vs CSPF: Top 5 Holdings

Today

SCHD

21.7%in top 5

CSPF

in top 52.0%

SCHDStockCSPF

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5MS-PQ0.5%

not top 5PRS0.4%

not top 5BAC-PN0.4%

not top 5NBS.L0.4%

not top 5APOS0.3%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SCHD vs CSPF Returns, Every Period

SchwabSCHD

+38.7%

past year

CSPFCohenSteers

+2.6%

past year

SCHDCSPFFaded: behind in that period

2–0SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SCHD vs CSPF

YTD

SchwabSCHD

+32.3%

CSPFCohenSteers

+1.9%

+32.3%Year to date+1.9%

−6.9%Worst drop · 1Y−3.2%

11.7%Volatility · 1Y4.1%

3.0%Yield5.8%

$120BAssets$402M

3–1CSPF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, CSPF, SCHD, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

SCHD0.06%$6

CSSD0.49%$49

CSPF0.59%$59

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSSD, CSPF, SCHD, VCIT

5.81%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.81%$581

CSSD5.25%$525

VCIT5.02%$502

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$522most kept, CSPF

CSPF$581 − $59 = $522

VCIT$502 − $3 = $499

CSSD$525 − $49 = $476

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSSD, CSPF, SCHD, VCIT

Today

1.9%most shared, CSSD and CSPF

CSSDCSPFSCHDVCIT

CSSD—1.9%0.0%[…]

CSPF1.9%—0.0%[…]

SCHD0.0%0.0%—[…]

VCIT[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

CSPFWorst drop−3.2%4.1% vol

VCITWorst drop−4.9%4.5% vol

SCHDWorst drop−6.9%11.7% vol

CSSDWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSPFSCHD

+1.9%Year to date+32.3%

5.8%Yield3.0%

+2.6%Past year+38.7%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026