EVPF vs CSSD

AEVPF

BCSSD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.20%EVPF · $20 on $10k

Most income5.26%CSSD · $526 on $10k

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

Held in common0.5%EVPF and CSSD

EVPF

CSSD

Eaton Vance Preferred Securities and Income ETF · $54MCohen & 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%

3.78%12-mo yield$378 · $526 on $10k5.26%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

No price history on file for these funds yet […]

Shared top holdingsEVPF · CSSD

0.4%TMUSL0.2%

1.2%FITB-PM0.2%

0.1%RF-PF0.3%

0.5%LNC-PD0.0%

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 Three

5Y3 funds

#								3Y/yr	5Y/yr
1	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
2	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.78%	−0.1%	new	new	new	new	[…]	$54M
3	BCSSD	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 Three

5Y3 funds

#								3Y/yr	5Y/yr
1	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
2	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.78%	−0.1%	new	new	new	new	[…]	$54M
3	BCSSD	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

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

Yield3.78%5.26%

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

Today

4.2%most shared, QTPI and EVPF

QTPIEVPFCSSD

QTPI—4.2%0.9%

EVPF4.2%—0.5%

CSSD0.9%0.5%—

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

KeptFee

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