SCHD vs CSPF

ASCHD

BCSPF

Measures won1–3CSPF wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income5.78%CSPF · $578 on $10k

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

Held in common0.0%SCHD and CSPF

SCHD

CSPF

Schwab U.S. Dividend Equity ETF · $123BCohen & Steers Preferred and Income Opportunities Active ETF · $392M

+21.4%3 years · per year$17,908 · […][…]

+11.0%5 years · per year$16,881 · […][…]

0.06%Expense ratio$6 · $59 on $10k · lower wins0.59%

2.91%12-mo yield$291 · $578 on $10k5.78%

−6.9%Worst dropSmaller wins−3.2%

11.5%VolatilityLower wins4.1%

1–3CSPF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · CSPF

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	ASCHD	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	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk		0.59%	5.78%	+0.9%	+2.4%	+2.9%	new	new	−3.2%	$392M

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

Both

5Y2 funds

#			Trend
1	ASCHD	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	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk		0.59%	5.78%	+0.9%	+2.4%	+2.9%	new	new	−3.2%	$392M

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

SCHD vs CSPF

SCHD

Schwab U.S. Dividend Equity

$16,881

CSPF

Cohen & Steers Preferred and Income Opportunities Active

[…]

MeasureSCHDCSPF

Fee0.06%0.59%

Cost on $10k a year$6$59

Yield2.91%5.78%

5 years, per year+11.0%[…]

3 years, per year+21.4%[…]

Worst drop · 1Y−6.9%−3.2%

Volatility · 1Y11.5%4.1%

3–1measures won
CSPF first

0.0%

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: SCHD, CSPF

Today

0.0%most shared, SCHD and CSPF

SCHDCSPF

SCHD—0.0%

CSPF0.0%—

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

Income After Fees on $10,000

$519most kept, CSPF

CSPF$578 − $59 = $519

SCHD$291 − $6 = $285

KeptFee

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