Compare · 4 funds side by side · dividends reinvested

CSSD, EVPF, VYM and SCHD

CSSDCohenSteers×EVPFEaton Vance×VYMVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941VYM · best of the four

02 / 04

CSSD, EVPF, VYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$58M2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$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 6, 2026 · returns include dividends · since: CSSD 2025 · EVPF 2026 · VYM 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$16,941

VYM

EVPF

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

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

VYMMeasureEVPF

+12.8%Year to dateJan 1 → Nov 6[…]

+16.5%1 yearTotal return[…]

+19.6%3 years · per year$10,000 became $17,107 · […][…]

+11.1%5 years · per year$10,000 became $16,941 · […][…]

0.04%Expense ratio$4 · $20 a year on $10k · lower is better0.20%

2.31%Trailing 12-mo yield$231 · $376 a year on $10k3.76%

−6.7%Worst dropSmaller is better[…]

10.6%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VYM vs EVPF: Top 5 Holdings

Today

VYM

18.2%in top 5

EVPF

in top 55.9%

VYMStockEVPF

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 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

VYM vs EVPF Returns, Every Period

VanguardVYM

+16.5%

past year

EVPFEaton Vance

[…]

past year

Returns […]

VYMEVPFFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: VYM vs CSSD

YTD

VanguardVYM

+12.8%

CSSDCohenSteers

+2.8%

+12.8%Year to date+2.8%

−6.7%Worst drop · 1Y[…]

10.6%Volatility · 1Y[…]

2.3%Yield5.2%

$78.9BAssets$69.5M

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, EVPF, VYM, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

EVPF0.20%$20

CSSD0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, EVPF, VYM, SCHD

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

EVPF3.76%$376

SCHD3.00%$300

VYM2.31%$231

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

EVPF$376 − $20 = $356

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSSD, EVPF, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

CSSDEVPFVYMSCHD

CSSD—0.7%0.0%0.0%

EVPF0.7%—0.5%0.0%

VYM0.0%0.5%—21.9%

SCHD0.0%0.0%21.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

CSSDWorst drop[…][…]

EVPFWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCHD

+2.8%Year to date+31.4%

5.2%Yield3.0%

[…]Past year+37.0%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026