Compare · 3 funds side by side · dividends reinvested

CSSD, CSPF and VIG

CSSDCohenSteers×CSPFCohenSteers×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

CSSD, CSPF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.81%+1.9%+2.6%[…][…]−3.2%4.1%$392M1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.0

Rank among the three1st → 3rdFee, 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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

CSPF

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

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

VIGMeasureCSPF

+12.5%Year to dateJan 1 → Nov 5+1.9%

+15.2%1 yearTotal return+2.6%

+18.9%3 years · per year$10,000 became $16,814 · […][…]

+10.3%5 years · per year$10,000 became $16,331 · […][…]

0.04%Expense ratio$4 · $59 a year on $10k · lower is better0.59%

1.49%Trailing 12-mo yield$149 · $581 a year on $10k5.81%

−7.9%Worst dropSmaller is better−3.2%

10.8%VolatilityLower is calmer4.1%

VIGCSPF 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

VIG vs CSPF: Top 5 Holdings

Today

VIG

22.1%in top 5

CSPF

in top 52.0%

VIGStockCSPF

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot 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

VIG vs CSPF Returns, Every Period

VanguardVIG

+15.2%

past year

CSPFCohenSteers

+2.6%

past year

VIGCSPFFaded: behind in that period

2–0VIG wins

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

VIG vs CSPF

YTD

VanguardVIG

+12.5%

CSPFCohenSteers

+1.9%

+12.5%Year to date+1.9%

−7.9%Worst drop · 1Y−3.2%

10.8%Volatility · 1Y4.1%

1.5%Yield5.8%

$109BAssets$392M

3–1CSPF wins

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

Cost, Income and Risk

Fees: CSSD, CSPF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CSSD0.49%$49

CSPF0.59%$59

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

Yields: CSSD, CSPF, VIG

5.81%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.81%$581

CSSD5.25%$525

VIG1.49%$149

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

Income After Fees on $10,000

$522most kept, CSPF

CSPF$581 − $59 = $522

CSSD$525 − $49 = $476

VIG$149 − $4 = $145

KeptFee

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

Overlap: CSSD, CSPF, VIG

Today

1.9%most shared, CSSD and CSPF

CSSDCSPFVIG

CSSD—1.9%0.0%

CSPF1.9%—0.0%

VIG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

CSPFWorst drop−3.2%4.1% vol

VIGWorst drop−7.9%10.8% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSPFVIG

+1.9%Year to date+12.5%

5.8%Yield1.5%

+2.6%Past year+15.2%

0.59%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026