Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, VYM and SGOV

CSSDCohenSteers×SCMCSterling Capital×VYMVanguard×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,742VYM · best of the four

02 / 04

CSSD, SCMC, VYM and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.6

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.9

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M2.3

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.9%[…][…][…][…][…]$261M3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · VYM 2006 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

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

CSSDMeasureVYM

+3.0%Year to dateJan 1 → Nov 4+17.2%

[…]1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,970+21.6%

[…]5 years · per year$10,000 became […] · $17,742+12.2%

0.49%Expense ratio$49 · $4 a year on $10k · lower is better0.04%

5.24%Trailing 12-mo yield$524 · $222 a year on $10k2.22%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer10.1%

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

1–2VYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs VYM: Top 5 Holdings

Today

CSSD

2.7%in top 5

VYM

in top 518.2%

CSSDStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.3%RF-PFnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CSSD vs VYM Returns, Every Period

CohenSteersCSSD

[…]

past year

VYMVanguard

+21.2%

past year

CSSDVYMFaded: behind in that period

0–1VYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs SCMC

YTD

CohenSteersCSSD

+3.0%

SCMCSterling Capital

+1.9%

+3.0%Year to date+1.9%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

5.2%Yield4.4%

$68.6MAssets$261M

2–0CSSD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SCMC, VYM, SGOV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SGOV0.09%$9

CSSD0.49%$49

SCMC0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSSD, SCMC, VYM, SGOV

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

SCMC4.39%$439

SGOV3.63%$363

VYM2.22%$222

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

SCMC$439 − $55 = $384

SGOV$363 − $9 = $354

VYM$222 − $4 = $218

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSSD, SCMC, VYM, SGOV

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCVYMSGOV

CSSD—0.8%0.0%[…]

SCMC0.8%—0.0%[…]

VYM0.0%0.0%—[…]

SGOV[…][…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.2%VYM, at 10.1% volatility

SGOVWorst drop0.0%0.2% vol

VYMWorst drop−6.7%10.1% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDVYM

+3.0%Year to date+17.2%

5.2%Yield2.2%

[…]Past year+21.2%

0.49%Fee0.04%

2–1VYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026