Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, VIG and DGRO

CSSDCohenSteers×EVPFEaton Vance×VIGVanguard×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

CSSD, EVPF, VIG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

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

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$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 9, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · VIG 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

EVPF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

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

EVPFMeasureVIG

[…]Year to dateJan 1 → Nov 9+14.8%

[…]1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

3.71%Trailing 12-mo yield$371 · $146 a year on $10k1.46%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.0%

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

1–1Level

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

More Ways to See the Pairs

EVPF vs VIG: Top 5 Holdings

Today

EVPF

5.9%in top 5

VIG

in top 522.1%

EVPFStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.5%AHLnot top 5

1.3%FITB-PMnot top 5

1.3%KEY-PLnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PAnot top 5

Held in common0.0%

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

EVPF vs VIG Returns, Every Period

Eaton VanceEVPF

[…]

past year

VIGVanguard

+17.6%

past year

Returns […]

EVPFVIGFaded: behind in that period

0–0Level

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

Income vs Bonds: EVPF vs CSSD

YTD

Eaton VanceEVPF

[…]

CSSDCohenSteers

+3.4%

[…]Year to date+3.4%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

3.7%Yield5.2%

$58.1MAssets$69.5M

1–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, EVPF, VIG, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

EVPF0.20%$20

CSSD0.49%$49

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

Yields: CSSD, EVPF, VIG, DGRO

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

EVPF3.71%$371

DGRO1.84%$184

VIG1.46%$146

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

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

EVPF$371 − $20 = $351

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

KeptFee

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

Overlap: CSSD, EVPF, VIG, DGRO

Today

68.2%most shared, VIG and DGRO

CSSDEVPFVIGDGRO

CSSD—0.7%0.0%0.0%

EVPF0.7%—0.0%0.5%

VIG0.0%0.0%—68.2%

DGRO0.0%0.5%68.2%—

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

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

VIGWorst drop−7.9%11.0% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDDGRO

+3.4%Year to date+18.8%

5.2%Yield1.8%

[…]Past year+22.9%

0.49%Fee0.08%

2–1DGRO 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%

$120BAssets$109B

2–0SCHD wins

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026