VCIT vs SCHD

AVCIT

BSCHD

Measures won4–2VCIT wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VCIT $10,493

Lowest cost0.03%VCIT · $3 on $10k

Most income5.80%CSPF · $580 on $10k

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

Held in common[…]VCIT and SCHD

VCIT

SCHD

Vanguard Intermediate-Term Corporate Bond ETF · $66.6BSchwab U.S. Dividend Equity ETF · $120B

+6.9%3 years · per year$12,210 · $17,266+20.0%

+1.0%5 years · per year$10,493 · $16,267+10.2%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

5.02%12-mo yield$502 · $300 on $10k3.00%

−4.9%Worst dropSmaller wins−6.9%

4.5%VolatilityLower wins11.7%

4–2VCIT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVCIT · SCHD

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

Held in common[…]

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
4	CSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.80%	+0.1%	+2.0%	+2.6%	new	new	−3.2%	$402M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
4	CSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.80%	+0.1%	+2.0%	+2.6%	new	new	−3.2%	$402M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VCIT vs SCHD

VCIT

Vanguard Intermediate-Term Corporate Bond

$10,493

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureVCITSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield5.02%3.00%

5 years, per year+1.0%+10.2%

3 years, per year+6.9%+20.0%

Worst drop · 1Y−4.9%−6.9%

Volatility · 1Y4.5%11.7%

4–2measures won
VCIT first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CSSD, CSPF, VCIT, SCHD

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFVCITSCHD

CSSD—1.8%[…]0.0%

CSPF1.8%—[…]0.0%

VCIT[…][…]—[…]

SCHD0.0%0.0%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$521most kept, CSPF

CSPF$580 − $59 = $521

VCIT$502 − $3 = $499

CSSD$525 − $49 = $476

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee