Compare · 4 funds side by side · dividends reinvested

QTPI, EVPF, CSSD and DGRO

QTPINorth Square×EVPFEaton Vance×CSSDCohenSteers×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941DGRO · best of the four

02 / 04

QTPI, EVPF, CSSD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.6

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.0

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFIncome · Dividend stocks0.60%4.46%−0.6%+0.6%[…][…]−2.8%4.9%$77M2.2

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M2.5

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: QTPI 2024 · EVPF 2026 · CSSD 2025 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77M[…]

QTPI

EVPF

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

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

QTPIMeasureEVPF

−0.6%Year to dateJan 1 → Nov 5[…]

+0.6%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.60%Expense ratio$60 · $20 a year on $10k · lower is better0.20%

4.46%Trailing 12-mo yield$446 · $377 a year on $10k3.77%

−2.8%Worst dropSmaller is better[…]

4.9%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

QTPI vs EVPF: Top 5 Holdings

Today

QTPI

11.9%in top 5

EVPF

in top 55.9%

QTPIStockEVPF

2.8%T-PAnot top 5

2.8%TFC-POnot top 5

2.2%COF-PInot top 5

2.1%SCHW-PJnot top 5

2.0%MTB-PJnot top 5

not top 5AHL1.4%

not top 5KEY-PL1.3%

not top 5FITB-PM1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common4.5%

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

QTPI vs EVPF Returns, Every Period

North SquareQTPI

+0.6%

past year

EVPFEaton Vance

[…]

past year

Returns […]

QTPIEVPFFaded: behind in that period

0–0Level

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

Income vs Bonds: QTPI vs CSSD

YTD

North SquareQTPI

−0.6%

CSSDCohenSteers

+2.7%

−0.6%Year to date+2.7%

−2.8%Worst drop · 1Y[…]

4.9%Volatility · 1Y[…]

4.5%Yield5.3%

$77.0MAssets$68.6M

2–0CSSD wins

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

Cost, Income and Risk

Fees: QTPI, EVPF, CSSD, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

EVPF0.20%$20

CSSD0.49%$49

QTPI0.60%$60

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

Yields: QTPI, EVPF, CSSD, DGRO

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

QTPI4.46%$446

EVPF3.77%$377

DGRO1.86%$186

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

QTPI$446 − $60 = $386

EVPF$377 − $20 = $357

DGRO$186 − $8 = $178

KeptFee

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

Overlap: QTPI, EVPF, CSSD, DGRO

Today

4.5%most shared, QTPI and EVPF

QTPIEVPFCSSDDGRO

QTPI—4.5%0.9%0.0%

EVPF4.5%—0.7%0.5%

CSSD0.9%0.7%—0.0%

DGRO0.0%0.5%0.0%—

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

Return vs Bumpiness: 4 ETFs

+21.2%DGRO, at 10.2% volatility

QTPIWorst drop−2.8%4.9% vol

DGROWorst drop−6.5%10.2% vol

EVPFWorst drop[…][…]

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDDGRO

+2.7%Year to date+17.2%

5.3%Yield1.9%

[…]Past year+21.2%

0.49%Fee0.08%

2–1DGRO 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026