Compare · 4 funds side by side · dividends reinvested

QTPI, EVPF, CSSD and SCHD

QTPINorth Square×EVPFEaton Vance×CSSDCohenSteers×SCHDSchwab×

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

02 / 04

QTPI, 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%$121B1.6

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

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFIncome · Dividend stocks0.60%4.42%+0.3%+1.2%[…][…]−2.8%4.8%$77M2.2

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.74%[…][…][…][…][…][…]$54M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: QTPI 2024 · EVPF 2026 · CSSD 2025 · SCHD 2011

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 · $54M[…]

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

QTPIMeasureEVPF

+0.3%Year to dateJan 1 → Nov 4[…]

+1.2%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%

4.42%Trailing 12-mo yield$442 · $374 a year on $10k3.74%

−2.8%Worst dropSmaller is better[…]

4.8%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 4, 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

11.7%in top 5

EVPF

in top 55.7%

QTPIStockEVPF

2.8%T-PAnot top 5

2.8%TFC-POnot top 5

2.1%COF-PInot top 5

2.0%SCHW-PJnot top 5

2.0%MTB-PJnot top 5

not top 5AHL1.4%

not top 5KEY-PL1.2%

not top 5FITB-PM1.2%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common4.4%

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

QTPI vs EVPF Returns, Every Period

North SquareQTPI

+1.2%

past year

EVPFEaton Vance

[…]

past year

Returns […]

QTPIEVPFFaded: behind in that period

0–0Level

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

Income vs Bonds: QTPI vs CSSD

YTD

North SquareQTPI

+0.3%

CSSDCohenSteers

+3.0%

+0.3%Year to date+3.0%

−2.8%Worst drop · 1Y[…]

4.8%Volatility · 1Y[…]

4.4%Yield5.2%

$77.1MAssets$68.6M

2–0CSSD wins

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

Cost, Income and Risk

Fees: QTPI, EVPF, CSSD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EVPF0.20%$20

CSSD0.49%$49

QTPI0.60%$60

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

Yields: QTPI, EVPF, CSSD, SCHD

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

QTPI4.42%$442

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

QTPI$442 − $60 = $382

EVPF$374 − $20 = $354

SCHD$291 − $6 = $285

KeptFee

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

Overlap: QTPI, EVPF, CSSD, SCHD

Today

4.4%most shared, QTPI and EVPF

QTPIEVPFCSSDSCHD

QTPI—4.4%0.9%0.0%

EVPF4.4%—0.7%0.0%

CSSD0.9%0.7%—0.0%

SCHD0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

QTPIWorst drop−2.8%4.8% vol

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 Four

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