Compare · 3 funds side by side · dividends reinvested

CSSD, QTPI and SCHD

CSSDCohenSteers×QTPINorth Square×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

CSSD, QTPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M1.7

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFIncome · Dividend stocks0.60%4.42%+0.3%+1.1%[…][…]−2.8%4.9%$77M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSSD 2025 · QTPI 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77M[…]

QTPI

CSSD

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

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

QTPIMeasureCSSD

+0.3%Year to dateJan 1 → Nov 6+2.8%

+1.1%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.60%Expense ratio$60 · $49 a year on $10k · lower is better0.49%

4.42%Trailing 12-mo yield$442 · $525 a year on $10k5.25%

−2.8%Worst dropSmaller is better[…]

4.9%VolatilityLower is calmer[…]

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

0–3CSSD wins

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

More Ways to See the Pairs

QTPI vs CSSD: Top 5 Holdings

Today

QTPI

12.0%in top 5

CSSD

in top 52.8%

QTPIStockCSSD

2.9%T-PAnot top 5

2.8%TFC-POnot top 5

2.2%COF-PInot top 5

2.1%SCHW-PJnot top 5

2.0%MTB-PJ0.4%

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5RF-PF0.4%

Held in common0.9%

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

QTPI vs CSSD Returns, Every Period

North SquareQTPI

+1.1%

past year

CSSDCohenSteers

[…]

past year

QTPICSSDFaded: behind in that period

0–1CSSD wins

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

Income vs Bonds: QTPI vs CSSD

YTD

North SquareQTPI

+0.3%

CSSDCohenSteers

+2.8%

+0.3%Year to date+2.8%

−2.8%Worst drop · 1Y[…]

4.9%Volatility · 1Y[…]

4.4%Yield5.2%

$77.4MAssets$69.5M

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, QTPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CSSD0.49%$49

QTPI0.60%$60

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

Yields: CSSD, QTPI, SCHD

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

QTPI4.42%$442

SCHD3.00%$300

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

QTPI$442 − $60 = $382

SCHD$300 − $6 = $294

KeptFee

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

Overlap: CSSD, QTPI, SCHD

Today

0.9%most shared, CSSD and QTPI

CSSDQTPISCHD

CSSD—0.9%0.0%

QTPI0.9%—0.0%

SCHD0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

QTPIWorst drop−2.8%4.9% vol

SCHDWorst drop−6.9%11.7% vol

CSSDWorst 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 Three

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