Compare · 4 funds side by side · dividends reinvested

CSSD, VIG, SCHD and VCIT

CSSDCohenSteers×VIGVanguard×SCHDSchwab×VCITVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

CSSD, VIG, SCHD and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.21%+3.5%[…][…][…][…][…]$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 9, 2026 · returns include dividends · since: CSSD 2025 · VIG 2006 · SCHD 2011 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,454

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

VIGMeasureSCHD

+14.8%Year to dateJan 1 → Nov 9+33.1%

+17.6%1 yearTotal return+39.1%

+18.8%3 years · per year$10,000 became $16,775 · $17,118+19.6%

+10.7%5 years · per year$10,000 became $16,638 · $16,454+10.5%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

1.46%Trailing 12-mo yield$146 · $296 a year on $10k2.96%

−7.9%Worst dropSmaller is better−6.9%

11.0%VolatilityLower is calmer11.8%

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

3–5SCHD wins

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

More Ways to See the Pairs

VIG vs SCHD: Top 5 Holdings

Today

VIG

22.1%in top 5

SCHD

in top 521.4%

VIGStockSCHD

4.9%MSFTnot top 5

4.9%AAPLnot top 5

not top 5PG4.5%

not top 5HD4.3%

4.3%AVGOnot top 5

not top 5TXN4.3%

not top 5KO4.3%

4.1%LLYnot top 5

not top 5AMGN4.1%

3.9%JPMnot top 5

Held in common14.5%

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

VIG vs SCHD Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

VIGSCHDFaded: behind in that period

1–3SCHD wins

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

Income vs Bonds: VIG vs CSSD

YTD

VanguardVIG

+14.8%

CSSDCohenSteers

+3.5%

+14.8%Year to date+3.5%

−7.9%Worst drop · 1Y[…]

11.0%Volatility · 1Y[…]

1.5%Yield5.2%

$109BAssets$69.5M

1–1level

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

Cost, Income and Risk

Fees: CSSD, VIG, SCHD, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

VIG0.04%$4

SCHD0.06%$6

CSSD0.49%$49

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

Yields: CSSD, VIG, SCHD, VCIT

5.21%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.21%$521

VCIT5.02%$502

SCHD2.96%$296

VIG1.46%$146

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

CSSD$521 − $49 = $472

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: CSSD, VIG, SCHD, VCIT

Today

14.5%most shared, VIG and SCHD

CSSDVIGSCHDVCIT

CSSD—0.0%0.0%[…]

VIG0.0%—14.5%[…]

SCHD0.0%14.5%—[…]

VCIT[…][…][…]—

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

VCITWorst drop−4.9%4.5% vol

VIGWorst drop−7.9%11.0% 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

+3.5%Year to date+33.1%

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

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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