CSPF vs SCHD

ACSPF

BSCHD

Measures won3–1CSPF wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · VCIT $10,510

Lowest cost0.03%VCIT · $3 on $10k

Most income5.72%CSPF · $572 on $10k

Smallest drop−3.2%CSPF · worst fall in 1Y

Held in common0.0%CSPF and SCHD

CSPF

SCHD

Cohen & Steers Preferred and Income Opportunities Active ETF · $419MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.59%Expense ratio$59 · $6 on $10k · lower wins0.06%

5.72%12-mo yield$572 · $296 on $10k2.96%

−3.2%Worst dropSmaller wins−6.9%

4.4%VolatilityLower wins11.8%

3–1CSPF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSPF · SCHD

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 Four

5Y4 funds

#
1	BSCHD	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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M
4	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 Four

5Y4 funds

#
1	BSCHD	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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M
4	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 SCHD

CSPF

Cohen & Steers Preferred and Income Opportunities Active

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureCSPFSCHD

Fee0.59%0.06%

Cost on $10k a year$59$6

Yield5.72%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−3.2%−6.9%

Volatility · 1Y4.4%11.8%

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

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, CSPF, SCHD, VCIT

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFSCHDVCIT

CSSD—1.8%0.0%[…]

CSPF1.8%—0.0%[…]

SCHD0.0%0.0%—[…]

VCIT[…][…][…]—

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

VCIT$502 − $3 = $499

CSSD$522 − $49 = $473

SCHD$296 − $6 = $290

KeptFee

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