Compare · 4 funds side by side · dividends reinvested

CSSD, SCHD, VYM and BND

CSSDCohenSteers×SCHDSchwab×VYMVanguard×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,002VYM · best of the four

02 / 04

CSSD, SCHD, VYM and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B2.1

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B2.1

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$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 5, 2026 · returns include dividends · since: CSSD 2025 · SCHD 2011 · VYM 2006 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$17,002

VYM

BND

Vanguard Total Bond Market ETF · $161B$9,983

$10,000 five years ago, dividends reinvested

VYMMeasureBND

+13.3%Year to dateJan 1 → Nov 5+0.1%

+17.7%1 yearTotal return+0.4%

+20.0%3 years · per year$10,000 became $17,266 · $11,761+5.6%

+11.2%5 years · per year$10,000 became $17,002 · $9,983−0.0%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

2.30%Trailing 12-mo yield$230 · $412 a year on $10k4.12%

−6.7%Worst dropSmaller is better−4.5%

10.6%VolatilityLower is calmer4.0%

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

4–4Level

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

More Ways to See the Pairs

VYM vs BND: Top 5 Holdings

Today

VYM

18.2%in top 5

BND

in top 5[…]

VYMStockBND

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

Held in common[…]

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

VYM vs BND Returns, Every Period

VanguardVYM

+11.2%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

VYMBNDFaded: behind in that period

4–0VYM wins

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

Income vs Bonds: VYM vs CSSD

YTD

VanguardVYM

+13.3%

CSSDCohenSteers

+2.7%

+13.3%Year to date+2.7%

−6.7%Worst drop · 1Y[…]

10.6%Volatility · 1Y[…]

2.3%Yield5.3%

$78.9BAssets$69.5M

1–1level

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

Cost, Income and Risk

Fees: CSSD, SCHD, VYM, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VYM0.04%$4

SCHD0.06%$6

CSSD0.49%$49

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

Yields: CSSD, SCHD, VYM, BND

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

BND4.12%$412

SCHD2.98%$298

VYM2.30%$230

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

BND$412 − $3 = $409

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

KeptFee

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

Overlap: CSSD, SCHD, VYM, BND

Today

21.9%most shared, SCHD and VYM

CSSDSCHDVYMBND

CSSD—0.0%0.0%[…]

SCHD0.0%—21.9%[…]

VYM0.0%21.9%—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

BNDWorst drop−4.5%4.0% vol

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDSCHD

+2.7%Year to date+32.3%

5.3%Yield3.0%

[…]Past year+38.7%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026