Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, SCHD and VCIT

CSSDCohenSteers×EVPFEaton Vance×SCHDSchwab×VCITVanguard×

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, EVPF, SCHD and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.8

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.03%−0.9%+0.1%+7.2%+0.9%−4.9%4.5%$66.6B1.8

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

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.74%[…][…][…][…][…][…]$58M3.0

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 · EVPF 2026 · SCHD 2011 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

EVPF

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

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

SCHDMeasureEVPF

+35.3%Year to dateJan 1 → Nov 4[…]

+41.6%1 yearTotal return[…]

+21.4%3 years · per year$10,000 became $17,908 · […][…]

+11.0%5 years · per year$10,000 became $16,881 · […][…]

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

2.91%Trailing 12-mo yield$291 · $374 a year on $10k3.74%

−6.9%Worst dropSmaller is better[…]

11.5%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

SCHD vs EVPF: Top 5 Holdings

Today

SCHD

21.6%in top 5

EVPF

in top 55.7%

SCHDStockEVPF

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

not top 5AHL1.4%

not top 5KEY-PL1.2%

not top 5FITB-PM1.2%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common0.0%

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

SCHD vs EVPF Returns, Every Period

SchwabSCHD

+41.6%

past year

EVPFEaton Vance

[…]

past year

Returns […]

SCHDEVPFFaded: behind in that period

0–0Level

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

Income vs Bonds: SCHD vs CSSD

YTD

SchwabSCHD

+35.3%

CSSDCohenSteers

+3.0%

+35.3%Year to date+3.0%

−6.9%Worst drop · 1Y[…]

11.5%Volatility · 1Y[…]

2.9%Yield5.2%

$123BAssets$68.6M

1–1level

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

Cost, Income and Risk

Fees: CSSD, EVPF, SCHD, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

SCHD0.06%$6

EVPF0.20%$20

CSSD0.49%$49

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

Yields: CSSD, EVPF, SCHD, VCIT

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

VCIT5.03%$503

EVPF3.74%$374

SCHD2.91%$291

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

Income After Fees on $10,000

$500most kept, VCIT

VCIT$503 − $3 = $500

CSSD$524 − $49 = $475

EVPF$374 − $20 = $354

SCHD$291 − $6 = $285

KeptFee

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

Overlap: CSSD, EVPF, SCHD, VCIT

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFSCHDVCIT

CSSD—0.7%0.0%[…]

EVPF0.7%—0.0%[…]

SCHD0.0%0.0%—[…]

VCIT[…][…][…]—

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

VCITWorst drop−4.9%4.5% vol

SCHDWorst drop−6.9%11.5% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDSCHD

+3.0%Year to date+35.3%

5.2%Yield2.9%

[…]Past year+41.6%

0.49%Fee0.06%

2–1SCHD 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