Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, VIG and SCHD

CSSDCohenSteers×CSPFCohenSteers×VIGVanguard×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

Story of the four · IncomeMost incomeCSPF · 5.79% · $579 a year on $10k

Story of the four · RiskSmallest drop

CSSD, CSPF, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.1

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.79%+2.2%+3.0%[…][…]−3.2%4.5%$420M2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+2.9%[…][…][…][…][…]$70M2.7

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

End-of-day Nov 10, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,583

VIG

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VIG vs SCHD: Top 5 Holdings

Today

VIG

22.1%in top 5

SCHD

in top 521.4%

VIGStockSCHD

4.9%MSFTnot top 5

4.9%AAPLnot top 5

not top 5PG4.4%

not top 5TXN4.3%

4.3%AVGOnot top 5

Cost, Income and Risk

Fees: CSSD, CSPF, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CSSD0.49%$49

CSPF0.59%$59

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

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

VIGMeasureSCHD

+15.1%Year to dateJan 1 → Nov 10+33.8%

+17.8%1 yearTotal return+38.8%

+18.6%3 years · per year$10,000 became $16,696 · $17,062+19.5%

+10.6%5 years · per year$10,000 became $16,583 · $16,428+10.4%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

1.46%Trailing 12-mo yield$146 · $294 a year on $10k2.94%

−7.9%Worst dropSmaller is better−6.9%

11.0%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common14.5%

End-of-day Nov 10, 2026 · share of each fund

VIG vs SCHD Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VIGSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VIG vs CSPF

YTD

VanguardVIG

+15.1%

CSPFCohenSteers

+2.2%

+15.1%Year to date+2.2%

−7.9%Worst drop · 1Y−3.2%

11.0%Volatility · 1Y4.5%

1.5%Yield5.8%

$109BAssets$420M

3–1CSPF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CSSD, CSPF, VIG, SCHD

1Y

5.79%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.79%$579

CSSD5.24%$524

SCHD2.94%$294

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$520most kept, CSPF

CSPF$579 − $59 = $520

CSSD$524 − $49 = $475

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSSD, CSPF, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

CSSDCSPFVIGSCHD

CSSD—1.8%0.0%0.0%

CSPF1.8%—0.0%0.0%

VIG0.0%0.0%—14.5%

SCHD0.0%0.0%14.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

CSPFWorst drop−3.2%4.5% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

CSSDWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CSPFSCHD

+2.2%Year to date+33.8%

5.8%Yield2.9%

+3.0%Past year+38.8%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CSSD, CSPF, VIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four