Compare · 4 funds side by side · dividends reinvested

QTPI, EVPF, CSSD and VIG

QTPINorth Square×EVPFEaton Vance×CSSDCohenSteers×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,005VIG · best of the four

02 / 04

QTPI, EVPF, CSSD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

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%[…][…][…][…][…][…]$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 4, 2026 · returns include dividends · since: QTPI 2024 · EVPF 2026 · CSSD 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

EVPF

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

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

CSSDMeasureEVPF

+3.0%Year to dateJan 1 → Nov 4[…]

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $20 a year on $10k · lower is better0.20%

5.24%Trailing 12-mo yield$524 · $374 a year on $10k3.74%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

CSSDEVPF 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

CSSD vs EVPF: Top 5 Holdings

Today

CSSD

2.7%in top 5

EVPF

in top 55.7%

CSSDStockEVPF

not top 5AHL1.4%

not top 5KEY-PL1.2%

not top 5FITB-PM1.2%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.3%RF-PFnot top 5

Held in common0.7%

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

CSSD vs EVPF Returns, Every Period

CohenSteersCSSD

[…]

past year

EVPFEaton Vance

[…]

past year

Returns […]

CSSDEVPFFaded: behind in that period

0–0Level

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

Bonds vs Income: CSSD vs QTPI

YTD

CohenSteersCSSD

+3.0%

QTPINorth Square

+0.3%

+3.0%Year to date+0.3%

[…]Worst drop · 1Y−2.8%

[…]Volatility · 1Y4.8%

5.2%Yield4.4%

$68.6MAssets$77.0M

2–0CSSD wins

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

Cost, Income and Risk

Fees: QTPI, EVPF, CSSD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

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, VIG

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

QTPI4.42%$442

EVPF3.74%$374

VIG1.44%$144

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

VIG$144 − $4 = $140

KeptFee

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

Overlap: QTPI, EVPF, CSSD, VIG

Today

4.4%most shared, QTPI and EVPF

QTPIEVPFCSSDVIG

QTPI—4.4%0.9%0.0%

EVPF4.4%—0.7%0.0%

CSSD0.9%0.7%—0.0%

VIG0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+18.9%VIG, at 10.2% volatility

QTPIWorst drop−2.8%4.8% vol

VIGWorst drop−7.9%10.2% vol

EVPFWorst drop[…][…]

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDVIG

+3.0%Year to date+16.4%

5.2%Yield1.4%

[…]Past year+18.9%

0.49%Fee0.04%

2–1VIG 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026