Compare · 3 funds side by side · dividends reinvested

EVPF, CSSD and SCHD

EVPFEaton Vance×CSSDCohenSteers×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 03

EVPF, CSSD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.3

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.74%[…][…][…][…][…][…]$54M2.0

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: EVPF 2026 · CSSD 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Eaton Vance Preferred Securities and Income ETF · $54M[…]

EVPF

CSSD

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

EVPFMeasureCSSD

[…]Year to dateJan 1 → Nov 4+3.0%

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.20%Expense ratio$20 · $49 a year on $10k · lower is better0.49%

3.74%Trailing 12-mo yield$374 · $524 a year on $10k5.24%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

EVPF vs CSSD: Top 5 Holdings

Today

EVPF

5.7%in top 5

CSSD

in top 52.7%

EVPFStockCSSD

1.4%AHLnot top 5

1.2%KEY-PLnot top 5

1.2%FITB-PMnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PAnot top 5

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.3%

Held in common0.7%

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

EVPF vs CSSD Returns, Every Period

Eaton VanceEVPF

[…]

past year

CSSDCohenSteers

[…]

past year

Returns […]

EVPFCSSDFaded: behind in that period

0–0Level

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

Income vs Bonds: EVPF vs CSSD

YTD

Eaton VanceEVPF

[…]

CSSDCohenSteers

+3.0%

[…]Year to date+3.0%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

3.7%Yield5.2%

$54.0MAssets$68.6M

1–0CSSD wins

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

Cost, Income and Risk

Fees: EVPF, CSSD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EVPF0.20%$20

CSSD0.49%$49

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

Yields: EVPF, CSSD, SCHD

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

EVPF3.74%$374

SCHD2.91%$291

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

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

EVPF$374 − $20 = $354

SCHD$291 − $6 = $285

KeptFee

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

Overlap: EVPF, CSSD, SCHD

Today

0.7%most shared, EVPF and CSSD

EVPFCSSDSCHD

EVPF—0.7%0.0%

CSSD0.7%—0.0%

SCHD0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

EVPFWorst drop[…][…]

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDSCHD

+3.0%Year to date+35.3%

5.2%Yield2.9%

[…]Past year+41.6%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026