Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, VCIT and SCHD

CSSDCohenSteers×CSPFCohenSteers×VCITVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,881SCHD · best of the four

02 / 04

CSSD, 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%5.78%+2.4%+2.9%[…][…]−3.2%4.1%$392M2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B2.0

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M2.3

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.03%−0.9%+0.1%+7.2%+0.9%−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 4, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · VCIT 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,469

VCIT

CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF · $392M[…]

$10,000 five years ago, dividends reinvested

VCITMeasureCSPF

−0.9%Year to dateJan 1 → Nov 4+2.4%

+0.1%1 yearTotal return+2.9%

+7.2%3 years · per year$10,000 became $12,336 · […][…]

+0.9%5 years · per year$10,000 became $10,469 · […][…]

0.03%Expense ratio$3 · $59 a year on $10k · lower is better0.59%

5.03%Trailing 12-mo yield$503 · $578 a year on $10k5.78%

−4.9%Worst dropSmaller is better−3.2%

4.5%VolatilityLower is calmer4.1%

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

1–5CSPF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VCIT vs CSPF: Top 5 Holdings

Today

VCIT

[…]in top 5

CSPF

in top 51.9%

VCITStockCSPF

not top 5MS-PQ0.5%

not top 5PRS0.4%

not top 5NBS.L0.4%

not top 5APOS0.3%

not top 5MET-PE0.3%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

VCIT vs CSPF Returns, Every Period

VanguardVCIT

+0.1%

past year

CSPFCohenSteers

+2.9%

past year

VCITCSPFFaded: behind in that period

0–2CSPF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: VCIT vs CSPF

YTD

VanguardVCIT

−0.9%

CSPFCohenSteers

+2.4%

−0.9%Year to date+2.4%

−4.9%Worst drop · 1Y−3.2%

4.5%Volatility · 1Y4.1%

5.0%Yield5.8%

$66.6BAssets$392M

4–0CSPF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, CSPF, VCIT, SCHD

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

SCHD0.06%$6

CSSD0.49%$49

CSPF0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSSD, CSPF, VCIT, SCHD

5.78%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.78%$578

CSSD5.24%$524

VCIT5.03%$503

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$519most kept, CSPF

CSPF$578 − $59 = $519

VCIT$503 − $3 = $500

CSSD$524 − $49 = $475

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSSD, CSPF, VCIT, SCHD

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFVCITSCHD

CSSD—1.8%[…]0.0%

CSPF1.8%—[…]0.0%

VCIT[…][…]—[…]

SCHD0.0%0.0%[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

CSPFWorst drop−3.2%4.1% vol

VCITWorst drop−4.9%4.5% vol

SCHDWorst drop−6.9%11.5% vol

CSSDWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSPFSCHD

+2.4%Year to date+35.3%

5.8%Yield2.9%

+2.9%Past year+41.6%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026