CSSD vs EVPF

ACSSD

BEVPF

Measures won1–1level · of 6 · YTD

$10,000 · YTD$13,317SCHD · CSSD $10,342

Lowest cost0.06%SCHD · $6 on $10k

Most income5.22%CSSD · $522 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.7%CSSD and EVPF

YTD

CSSD

EVPF

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MEaton Vance Preferred Securities and Income ETF · $58M

+3.4%Year to dateJan 1 → Nov 9[…]

[…]1 yearTotal return[…]

0.49%Expense ratio$49 · $20 on $10k · lower wins0.20%

5.22%12-mo yield$522 · $371 on $10k3.71%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

1–1Level

$10,000 · since Jan 1All three, one scale

Shared top holdingsCSSD · EVPF

0.2%TMUSL0.5%

0.2%FITB-PM1.3%

0.4%RF-PF0.1%

0.1%ATH-PE0.3%

Held in common0.7%

End-of-day Nov 9, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

YTD3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.71%	+1.4%	new	new	new	new	[…]	$58M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

YTD3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.71%	+1.4%	new	new	new	new	[…]	$58M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSSD vs EVPF

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasureCSSDEVPF

Fee0.49%0.20%

Cost on $10k a year$49$20

Yield5.22%3.71%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

1–1measures won
level

0.7%

holdings shared

Nov 9, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CSSD, EVPF, SCHD

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFSCHD

CSSD—0.7%0.0%

EVPF0.7%—0.0%

SCHD0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

EVPF$371 − $20 = $351

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee