VYM vs CSPF

AVYM

BCSPF

Measures won1–3CSPF wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

Most income5.81%CSPF · $581 on $10k

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

Held in common0.0%VYM and CSPF

VYM

CSPF

Vanguard High Dividend Yield ETF · $78.9BCohen & Steers Preferred and Income Opportunities Active ETF · $392M

+20.0%3 years · per year$17,266 · […][…]

+11.2%5 years · per year$17,002 · […][…]

0.04%Expense ratio$4 · $59 on $10k · lower wins0.59%

2.30%12-mo yield$230 · $581 on $10k5.81%

−6.7%Worst dropSmaller wins−3.2%

10.6%VolatilityLower wins4.1%

1–3CSPF wins

$10,000 · 5 yearsOne scale

Shared top holdingsVYM · CSPF

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk		0.59%	5.81%	−0.4%	+1.9%	+2.6%	new	new	−3.2%	$392M

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

Both

5Y2 funds

#			Trend
1	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk		0.59%	5.81%	−0.4%	+1.9%	+2.6%	new	new	−3.2%	$392M

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

VYM vs CSPF

VYM

Vanguard High Dividend Yield

$17,002

CSPF

Cohen & Steers Preferred and Income Opportunities Active

[…]

MeasureVYMCSPF

Fee0.04%0.59%

Cost on $10k a year$4$59

Yield2.30%5.81%

5 years, per year+11.2%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−6.7%−3.2%

Volatility · 1Y10.6%4.1%

3–1measures won
CSPF first

0.0%

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%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VYM, CSPF

Today

0.0%most shared, VYM and CSPF

VYMCSPF

VYM—0.0%

CSPF0.0%—

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

Income After Fees on $10,000

$522most kept, CSPF

CSPF$581 − $59 = $522

VYM$230 − $4 = $226

KeptFee

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