Compare · 4 funds side by side · dividends reinvested

EVPF, CSSD, SCHD and VCIT

EVPFEaton Vance×CSSDCohenSteers×SCHDSchwab×VCITVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

EVPF, CSSD, SCHD and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.8%+0.4%+6.9%+1.0%−4.9%4.5%$66.6B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M2.3

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$58M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: EVPF 2026 · CSSD 2025 · SCHD 2011 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

Eaton Vance Preferred Securities and Income ETF · $58M[…]

EVPF

VCIT

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,493

$10,000 five years ago, dividends reinvested

EVPFMeasureVCIT

[…]Year to dateJan 1 → Nov 6−0.8%

[…]1 yearTotal return+0.4%

[…]3 years · per year$10,000 became […] · $12,210+6.9%

[…]5 years · per year$10,000 became […] · $10,493+1.0%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

3.76%Trailing 12-mo yield$376 · $502 a year on $10k5.02%

[…]Worst dropSmaller is better−4.9%

[…]VolatilityLower is calmer4.5%

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

0–2VCIT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EVPF vs VCIT: Top 5 Holdings

Today

EVPF

5.9%in top 5

VCIT

in top 5[…]

EVPFStockVCIT

1.5%AHLnot top 5

1.3%FITB-PMnot top 5

1.3%KEY-PLnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PAnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

EVPF vs VCIT Returns, Every Period

Eaton VanceEVPF

[…]

past year

VCITVanguard

+0.4%

past year

Returns […]

EVPFVCITFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: EVPF vs CSSD

YTD

Eaton VanceEVPF

[…]

CSSDCohenSteers

+2.8%

[…]Year to date+2.8%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

3.8%Yield5.2%

$58.1MAssets$69.5M

1–0CSSD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVPF, CSSD, SCHD, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

SCHD0.06%$6

EVPF0.20%$20

CSSD0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EVPF, CSSD, SCHD, VCIT

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

VCIT5.02%$502

EVPF3.76%$376

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

CSSD$525 − $49 = $476

EVPF$376 − $20 = $356

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EVPF, CSSD, SCHD, VCIT

Today

0.7%most shared, EVPF and CSSD

EVPFCSSDSCHDVCIT

EVPF—0.7%0.0%[…]

CSSD0.7%—0.0%[…]

SCHD0.0%0.0%—[…]

VCIT[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VCITWorst drop−4.9%4.5% vol

SCHDWorst drop−6.9%11.7% vol

EVPFWorst drop[…][…]

CSSDWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCHD

+2.8%Year to date+31.4%

5.2%Yield3.0%

[…]Past year+37.0%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026