Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, AGG and BND

CSSDCohenSteers×SCMCSterling Capital×AGGiShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$9,985BND · best of the four

02 / 04

CSSD, SCMC, AGG and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M1.7

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B1.9

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.6%4.1%$139B2.0

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.9%[…][…][…][…][…]$262M2.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · AGG 2003 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Sterling Capital Multi-Strategy Income ETF · $262M[…]

SCMC

CSSD

Cohen & Steers Short Duration Preferred and Income Active ETF · $69M[…]

$10,000 three years ago, dividends reinvested · they hold 0.8% in common

SCMCMeasureCSSD

+1.9%Year to dateJan 1 → Nov 9+3.4%

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $49 a year on $10k · lower is better0.49%

4.39%Trailing 12-mo yield$439 · $522 a year on $10k5.22%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

SCMCCSSD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–3CSSD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCMC vs CSSD: Top 5 Holdings

Today

SCMC

2.9%in top 5

CSSD

in top 52.8%

SCMCStockCSSD

1.4%APOS0.8%

not top 5RZC0.9%

0.5%KEY-PInot top 5

0.5%AEFCnot top 5

0.5%ATH-PAnot top 5

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common0.8%

End-of-day Nov 9, 2026 · share of each fund

SCMC vs CSSD Returns, Every Period

Sterling CapitalSCMC

[…]

past year

CSSDCohenSteers

[…]

past year

SCMCCSSDFaded: behind in that period

0–1CSSD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCMC vs CSSD

YTD

Sterling CapitalSCMC

+1.9%

CSSDCohenSteers

+3.4%

+1.9%Year to date+3.4%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

4.4%Yield5.2%

$262MAssets$69.5M

2–0CSSD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SCMC, AGG, BND

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BND0.03%$3

CSSD0.49%$49

SCMC0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, SCMC, AGG, BND

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

SCMC4.39%$439

AGG4.12%$412

BND4.12%$412

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

AGG$412 − $3 = $409

BND$412 − $3 = $409

SCMC$439 − $55 = $384

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSSD, SCMC, AGG, BND

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCAGGBND

CSSD—0.8%[…][…]

SCMC0.8%—[…][…]

AGG[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+0.3%AGG, at 4.1% volatility

BNDWorst drop−4.5%4.0% vol

AGGWorst drop−4.6%4.1% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCMC

+3.4%Year to date+1.9%

5.2%Yield4.4%

[…]Past year[…]

0.49%Fee0.55%

3–0CSSD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026