Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, DGRO and SCHD

CSSDCohenSteers×EVPFEaton Vance×DGROiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941DGRO · best of the four

02 / 04

CSSD, EVPF, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.8

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Eaton Vance Preferred Securities and Income ETF · $58M[…]

EVPF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

EVPFMeasureSCHD

[…]Year to dateJan 1 → Nov 5+32.3%

[…]1 yearTotal return+38.7%

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

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

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

3.77%Trailing 12-mo yield$377 · $298 a year on $10k2.98%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

1–1Level

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

More Ways to See the Pairs

EVPF vs SCHD: Top 5 Holdings

Today

EVPF

5.9%in top 5

SCHD

in top 521.7%

EVPFStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.4%AHLnot top 5

1.3%KEY-PLnot top 5

1.3%FITB-PMnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PAnot top 5

Held in common0.0%

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

EVPF vs SCHD Returns, Every Period

Eaton VanceEVPF

[…]

past year

SCHDSchwab

+38.7%

past year

Returns […]

EVPFSCHDFaded: behind in that period

0–0Level

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

Income vs Bonds: EVPF vs CSSD

YTD

Eaton VanceEVPF

[…]

CSSDCohenSteers

+2.7%

[…]Year to date+2.7%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

3.8%Yield5.3%

$57.8MAssets$68.6M

1–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, EVPF, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

EVPF0.20%$20

CSSD0.49%$49

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

Yields: CSSD, EVPF, DGRO, SCHD

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

EVPF3.77%$377

SCHD2.98%$298

DGRO1.86%$186

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

EVPF$377 − $20 = $357

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

KeptFee

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

Overlap: CSSD, EVPF, DGRO, SCHD

Today

21.1%most shared, DGRO and SCHD

CSSDEVPFDGROSCHD

CSSD—0.7%0.0%0.0%

EVPF0.7%—0.5%0.0%

DGRO0.0%0.5%—21.1%

SCHD0.0%0.0%21.1%—

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

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDSCHD

+2.7%Year to date+32.3%

5.3%Yield3.0%

[…]Past year+38.7%

0.49%Fee0.06%

2–1SCHD 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%

$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