CSPF vs VYM

ACSPF

BVYM

Measures won3–1CSPF wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SGOV $12,091

Lowest cost0.04%VYM · $4 on $10k

Most income5.72%CSPF · $572 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.0%CSPF and VYM

CSPF

VYM

Cohen & Steers Preferred and Income Opportunities Active ETF · $419MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,150+19.7%

[…]5 years · per year[…] · $17,254+11.5%

0.59%Expense ratio$59 · $4 on $10k · lower wins0.04%

5.72%12-mo yield$572 · $226 on $10k2.26%

−3.2%Worst dropSmaller wins−6.7%

4.4%VolatilityLower wins10.8%

3–1CSPF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSPF · VYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	ACSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.72%	+1.4%	+3.4%	+4.2%	new	new	−3.2%	$419M

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

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	ACSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.72%	+1.4%	+3.4%	+4.2%	new	new	−3.2%	$419M

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

CSPF vs VYM

CSPF

Cohen & Steers Preferred and Income Opportunities Active

[…]

VYM

Vanguard High Dividend Yield

$17,254

MeasureCSPFVYM

Fee0.59%0.04%

Cost on $10k a year$59$4

Yield5.72%2.26%

5 years, per year[…]+11.5%

3 years, per year[…]+19.7%

Worst drop · 1Y−3.2%−6.7%

Volatility · 1Y4.4%10.8%

3–1measures won
CSPF first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years 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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

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

Overlap: CSPF, VYM, SGOV

Today

0.0%most shared, CSPF and VYM

CSPFVYMSGOV

CSPF—0.0%[…]

VYM0.0%—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$513most kept, CSPF

CSPF$572 − $59 = $513

SGOV$363 − $9 = $354

VYM$226 − $4 = $222

KeptFee

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