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QTPI and EVPF share 4.5% of their holdings.
| Side by side | QTPI | EVPF | CSPF | CSSD |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks | Bonds & Cash · Short-term |
| Expense ratio | 0.60% | 0.20% | 0.59% | 0.49% |
| Cost per year on $10k | $60 | $20 | $59 | $49 |
| Trailing 12-mo yield | 4.46% | 3.77% | 5.82% | 5.26% |
| Income per year on $10k | $446 | $377 | $582 | $526 |
| YTD | −1.2% | — | +1.0% | +2.1% |
| 1 year | −0.4% | — | +1.8% | — |
| 3 years · per year | — | — | — | — |
| 5 years · per year | — | — | — | — |
| Worst drop · 1Y | −3.3% | — | −3.8% | — |
| Volatility · 1Y | 4.7% | — | 4.1% | — |
| Holdings | 0 | 81 | 218 | 179 |
| Assets | $77M | $54M | $380M | $63M |
| Leverage | None | None | None | None |
| Since | 2024 | 2026 | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.