EVPF vs CSSD

AEVPF

BCSSD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income5.24%CSSD · $524 on $10k

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

Held in common0.7%EVPF and CSSD

EVPF

CSSD

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

[…]3 years · per year[…]

[…]5 years · per year[…]

0.20%Expense ratio$20 · $49 on $10k · lower wins0.49%

3.74%12-mo yield$374 · $524 on $10k5.24%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEVPF · CSSD

0.4%TMUSL0.2%

1.2%FITB-PM0.2%

0.1%RF-PF0.3%

0.3%ATH-PE0.1%

Held in common0.7%

End-of-day Nov 4, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.74%	+1.0%	new	new	new	new	[…]	$58M
3	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.74%	+1.0%	new	new	new	new	[…]	$58M
3	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EVPF vs CSSD

EVPF

Eaton Vance Preferred Securities and Income

[…]

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureEVPFCSSD

Fee0.20%0.49%

Cost on $10k a year$20$49

Yield3.74%5.24%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

1–1measures won
level

0.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EVPF, CSSD, SCHD

Today

0.7%most shared, EVPF and CSSD

EVPFCSSDSCHD

EVPF—0.7%0.0%

CSSD0.7%—0.0%

SCHD0.0%0.0%—

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

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

EVPF$374 − $20 = $354

SCHD$291 − $6 = $285

KeptFee

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