Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, SGOV and VYM

CSSDCohenSteers×EVPFEaton Vance×SGOViShares×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

CSSD, EVPF, SGOV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.6

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$116B2.0

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.3

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.71%[…][…][…][…][…][…]$58M2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · SGOV 2020 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$17,254

VYM

CSSD

Cohen & Steers Short Duration Preferred and Income Active ETF · $69M[…]

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

VYMMeasureCSSD

+15.4%Year to dateJan 1 → Nov 9+3.4%

+19.5%1 yearTotal return[…]

+19.7%3 years · per year$10,000 became $17,150 · […][…]

+11.5%5 years · per year$10,000 became $17,254 · […][…]

0.04%Expense ratio$4 · $49 a year on $10k · lower is better0.49%

2.26%Trailing 12-mo yield$226 · $522 a year on $10k5.22%

−6.7%Worst dropSmaller is better[…]

10.8%VolatilityLower is calmer[…]

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

2–1VYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VYM vs CSSD: Top 5 Holdings

Today

VYM

18.2%in top 5

CSSD

in top 52.8%

VYMStockCSSD

6.9%AVGOnot top 5

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VYM vs CSSD Returns, Every Period

VanguardVYM

+19.5%

past year

CSSDCohenSteers

[…]

past year

VYMCSSDFaded: behind in that period

1–0VYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Bonds: VYM vs CSSD

YTD

VanguardVYM

+15.4%

CSSDCohenSteers

+3.4%

+15.4%Year to date+3.4%

−6.7%Worst drop · 1Y[…]

10.8%Volatility · 1Y[…]

2.3%Yield5.2%

$78.9BAssets$69.5M

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, EVPF, SGOV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SGOV0.09%$9

EVPF0.20%$20

CSSD0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, EVPF, SGOV, VYM

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

EVPF3.71%$371

SGOV3.63%$363

VYM2.26%$226

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

SGOV$363 − $9 = $354

EVPF$371 − $20 = $351

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSSD, EVPF, SGOV, VYM

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFSGOVVYM

CSSD—0.7%[…]0.0%

EVPF0.7%—[…]0.5%

SGOV[…][…]—[…]

VYM0.0%0.5%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.5%VYM, at 10.8% volatility

SGOVWorst drop0.0%0.2% vol

VYMWorst drop−6.7%10.8% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDVYM

+3.4%Year to date+15.4%

5.2%Yield2.3%

[…]Past year+19.5%

0.49%Fee0.04%

2–1VYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026