Compare · 3 funds side by side · dividends reinvested

CSSD, EVPF and VIG

CSSDCohenSteers×EVPFEaton Vance×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 03

CSSD, EVPF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M2.0

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.74%[…][…][…][…][…][…]$58M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$17,005

VIG

CSSD

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

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

VIGMeasureCSSD

+16.4%Year to dateJan 1 → Nov 4+3.0%

+18.9%1 yearTotal return[…]

+20.6%3 years · per year$10,000 became $17,533 · […][…]

+11.2%5 years · per year$10,000 became $17,005 · […][…]

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

1.44%Trailing 12-mo yield$144 · $524 a year on $10k5.24%

−7.9%Worst dropSmaller is better[…]

10.2%VolatilityLower is calmer[…]

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

2–1VIG wins

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

More Ways to See the Pairs

VIG vs CSSD: Top 5 Holdings

Today

VIG

22.1%in top 5

CSSD

in top 52.7%

VIGStockCSSD

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 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.3%

Held in common0.0%

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

VIG vs CSSD Returns, Every Period

VanguardVIG

+18.9%

past year

CSSDCohenSteers

[…]

past year

VIGCSSDFaded: behind in that period

1–0VIG wins

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

Income vs Bonds: VIG vs CSSD

YTD

VanguardVIG

+16.4%

CSSDCohenSteers

+3.0%

+16.4%Year to date+3.0%

−7.9%Worst drop · 1Y[…]

10.2%Volatility · 1Y[…]

1.4%Yield5.2%

$109BAssets$68.6M

1–1level

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

Cost, Income and Risk

Fees: CSSD, EVPF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

EVPF0.20%$20

CSSD0.49%$49

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

Yields: CSSD, EVPF, VIG

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

EVPF3.74%$374

VIG1.44%$144

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

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

EVPF$374 − $20 = $354

VIG$144 − $4 = $140

KeptFee

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

Overlap: CSSD, EVPF, VIG

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFVIG

CSSD—0.7%0.0%

EVPF0.7%—0.0%

VIG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDVIG

+3.0%Year to date+16.4%

5.2%Yield1.4%

[…]Past year+18.9%

0.49%Fee0.04%

2–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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