Compare · 4 funds side by side · dividends reinvested

CSSD, QTPI, SCHD and BNDX

CSSDCohenSteers×QTPINorth Square×SCHDSchwab×BNDXVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

CSSD, QTPI, SCHD and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.0

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.63%+1.0%+0.4%+4.4%+0.5%−3.2%3.8%$82.9B2.1

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFIncome · Dividend stocks0.60%4.40%+0.6%+1.8%[…][…]−2.8%4.9%$77M2.7

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 · QTPI 2024 · SCHD 2011 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

BNDX

Vanguard Total International Bond ETF · $82.9B$10,239

$10,000 five years ago, dividends reinvested

CSSDMeasureBNDX

+3.4%Year to dateJan 1 → Nov 9+1.0%

[…]1 yearTotal return+0.4%

[…]3 years · per year$10,000 became […] · $11,370+4.4%

[…]5 years · per year$10,000 became […] · $10,239+0.5%

0.49%Expense ratio$49 · $7 a year on $10k · lower is better0.07%

5.22%Trailing 12-mo yield$522 · $463 a year on $10k4.63%

[…]Worst dropSmaller is better−3.2%

[…]VolatilityLower is calmer3.8%

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

2–1CSSD wins

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

More Ways to See the Pairs

CSSD vs BNDX: Top 5 Holdings

Today

CSSD

2.8%in top 5

BNDX

in top 5[…]

CSSDStockBNDX

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common[…]

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

CSSD vs BNDX Returns, Every Period

CohenSteersCSSD

[…]

past year

BNDXVanguard

+0.4%

past year

CSSDBNDXFaded: behind in that period

1–0CSSD wins

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

CSSD vs BNDX

YTD

CohenSteersCSSD

+3.4%

BNDXVanguard

+1.0%

+3.4%Year to date+1.0%

[…]Worst drop · 1Y−3.2%

[…]Volatility · 1Y3.8%

5.2%Yield4.6%

$69.5MAssets$82.9B

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, QTPI, SCHD, BNDX

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BNDX0.07%$7

CSSD0.49%$49

QTPI0.60%$60

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

Yields: CSSD, QTPI, SCHD, BNDX

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

BNDX4.63%$463

QTPI4.40%$440

SCHD2.96%$296

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

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

BNDX$463 − $7 = $456

QTPI$440 − $60 = $380

SCHD$296 − $6 = $290

KeptFee

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

Overlap: CSSD, QTPI, SCHD, BNDX

Today

0.9%most shared, CSSD and QTPI

CSSDQTPISCHDBNDX

CSSD—0.9%0.0%[…]

QTPI0.9%—0.0%[…]

SCHD0.0%0.0%—[…]

BNDX[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

BNDXWorst drop−3.2%3.8% vol

QTPIWorst drop−2.8%4.9% vol

SCHDWorst drop−6.9%11.8% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDSCHD

+3.4%Year to date+33.2%

5.2%Yield3.0%

[…]Past year+39.1%

0.49%Fee0.06%

2–1SCHD 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

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