EVPF vs CSSD

AEVPF

BCSSD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SGOV $12,086

Lowest cost0.06%SCHD · $6 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop0.0%SGOV · 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%

3.77%12-mo yield$377 · $525 on $10k5.25%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEVPF · CSSD

0.5%TMUSL0.2%

1.3%FITB-PM0.2%

0.1%RF-PF0.4%

0.3%ATH-PE0.1%

Held in common0.7%

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
3	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M
4	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
3	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M
4	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

End-of-day Nov 5, 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

Yield3.77%5.25%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

1–1measures won
level

0.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EVPF, CSSD, SCHD, SGOV

Today

0.7%most shared, EVPF and CSSD

EVPFCSSDSCHDSGOV

EVPF—0.7%0.0%[…]

CSSD0.7%—0.0%[…]

SCHD0.0%0.0%—[…]

SGOV[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

EVPF$377 − $20 = $357

SGOV$363 − $9 = $354

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee