CSSD vs EVPF

ACSSD

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income5.26%CSSD · $526 on $10k

Smallest drop−2.8%QTPI · worst fall in 1Y

Held in common0.5%CSSD and EVPF

CSSD

EVPF

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MEaton Vance Preferred Securities and Income ETF · $54M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $20 on $10k · lower wins0.20%

5.26%12-mo yield$526 · $378 on $10k3.78%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSSD · EVPF

0.2%TMUSL0.4%

0.2%FITB-PM1.2%

0.3%RF-PF0.1%

0.0%LNC-PD0.5%

Held in common0.5%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	QTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.45%	+0.3%	−0.3%	+0.6%	new	new	−2.8%	$77M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.78%	−0.1%	new	new	new	new	[…]	$54M
4	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.26%	0.0%	+2.6%	new	new	new	[…]	$69M

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	QTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.45%	+0.3%	−0.3%	+0.6%	new	new	−2.8%	$77M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.78%	−0.1%	new	new	new	new	[…]	$54M
4	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.26%	0.0%	+2.6%	new	new	new	[…]	$69M

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

Cards for this view

CSSD vs EVPF

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasureCSSDEVPF

Fee0.49%0.20%

Cost on $10k a year$49$20

Yield5.26%3.78%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

1–1measures won
level

0.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: QTPI, EVPF, CSSD, SCHD

Today

4.2%most shared, QTPI and EVPF

QTPIEVPFCSSDSCHD

QTPI—4.2%0.9%0.0%

EVPF4.2%—0.5%0.0%

CSSD0.9%0.5%—0.0%

SCHD0.0%0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$477most kept, CSSD

CSSD$526 − $49 = $477

QTPI$445 − $60 = $385

EVPF$378 − $20 = $358

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee