Compare · 3 funds side by side · dividends reinvested

CSSD, SCHD and DGRO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,091DGRO · best of the three

Story of the three · IncomeMost incomeCSSD · 5.25% · $525 a year on $10k

Story of the three · RiskSmallest drop

CSSD, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B1.6

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$70M2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSSD 2025 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,429

SCHD

CSSD

Cohen & Steers Short Duration Preferred and Income Active ETF · $70M[…]

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

SCHD

More Ways to See the Pairs

SCHD vs CSSD: Top 5 Holdings

Today

SCHD

21.7%in top 5

CSSD

in top 52.7%

SCHDStockCSSD

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: CSSD, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

CSSD0.49%$49

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

CSSD

+34.2%Year to dateJan 1 → Nov 12+2.8%

+36.8%1 yearTotal return[…]

+19.9%3 years · per year$10,000 became $17,257 · […][…]

+10.4%5 years · per year$10,000 became $16,429 · […][…]

0.06%Expense ratio$6 · $49 a year on $10k · lower is better0.49%

2.93%Trailing 12-mo yield$293 · $525 a year on $10k5.25%

−6.9%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

2–1SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5RF-PF0.4%

not top 5MTB-PJ0.4%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SCHD vs CSSD Returns, Every Period

1Y

SchwabSCHD

+36.8%

past year

CSSDCohenSteers

[…]

past year

SCHDCSSDFaded: behind in that period

1–0SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs CSSD

YTD

SchwabSCHD

+34.2%

CSSDCohenSteers

+2.8%

+34.2%Year to date+2.8%

−6.9%Worst drop · 1Y[…]

11.7%Volatility · 1Y[…]

2.9%Yield5.2%

$123BAssets$69.6M

1–1level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSSD, SCHD, DGRO

1Y

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

SCHD2.93%$293

DGRO1.82%$182

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

Income After Fees on $10,000

1Y

$476most kept, CSSD

CSSD$525 − $49 = $476

SCHD$293 − $6 = $287

DGRO$182 − $8 = $174

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSSD, SCHD, DGRO

Today

21.1%most shared, SCHD and DGRO

CSSDSCHDDGRO

CSSD—0.0%0.0%

SCHD0.0%—21.1%

DGRO0.0%21.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.7% vol

CSSDWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCHD

+2.8%Year to date+34.2%

5.2%Yield2.9%

[…]Past year+36.8%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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CSSD, SCHD and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CSSD, SCHD, DGRO