Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, VYM and AGG

CSSDCohenSteers×EVPFEaton Vance×VYMVanguard×AGGiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,742VYM · best of the four

02 / 04

CSSD, EVPF, VYM and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.8

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.13%−0.2%+0.3%+5.5%−0.1%−4.6%4.1%$139B1.8

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 5, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · VYM 2006 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

EVPF

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

CSSDMeasureEVPF

+3.0%Year to dateJan 1 → Nov 5[…]

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $20 a year on $10k · lower is better0.20%

5.24%Trailing 12-mo yield$524 · $374 a year on $10k3.74%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

CSSDEVPF 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

CSSD vs EVPF: Top 5 Holdings

Today

CSSD

2.7%in top 5

EVPF

in top 55.7%

CSSDStockEVPF

not top 5AHL1.4%

not top 5KEY-PL1.2%

not top 5FITB-PM1.2%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.3%RF-PFnot top 5

Held in common0.7%

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

CSSD vs EVPF Returns, Every Period

CohenSteersCSSD

[…]

past year

EVPFEaton Vance

[…]

past year

Returns […]

CSSDEVPFFaded: behind in that period

0–0Level

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

CSSD vs AGG

YTD

CohenSteersCSSD

+3.0%

AGGiShares

−0.2%

+3.0%Year to date−0.2%

[…]Worst drop · 1Y−4.6%

[…]Volatility · 1Y4.1%

5.2%Yield4.1%

$68.6MAssets$139B

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, EVPF, VYM, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

VYM0.04%$4

EVPF0.20%$20

CSSD0.49%$49

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

Yields: CSSD, EVPF, VYM, AGG

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

AGG4.13%$413

EVPF3.74%$374

VYM2.22%$222

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

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

AGG$413 − $3 = $410

EVPF$374 − $20 = $354

VYM$222 − $4 = $218

KeptFee

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

Overlap: CSSD, EVPF, VYM, AGG

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFVYMAGG

CSSD—0.7%0.0%[…]

EVPF0.7%—0.5%[…]

VYM0.0%0.5%—[…]

AGG[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.2%VYM, at 10.1% volatility

AGGWorst drop−4.6%4.1% vol

VYMWorst drop−6.7%10.1% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDVYM

+3.0%Year to date+17.2%

5.2%Yield2.2%

[…]Past year+21.2%

0.49%Fee0.04%

2–1VYM wins

End-of-day Nov 5, 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 5, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 5, 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 5, 2026