Compare · 3 funds side by side · dividends reinvested

CSSD, SCMC and BND

CSSDCohenSteers×SCMCSterling Capital×BNDVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$9,983BND · best of the three

02 / 03

CSSD, SCMC 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%5.25%+2.7%[…][…][…][…][…]$69M1.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B1.5

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.8%[…][…][…][…][…]$262M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Sterling Capital Multi-Strategy Income ETF · $262M$10,183

SCMC

BND

Vanguard Total Bond Market ETF · $161B$10,007

$10,000 since Jan 1, dividends reinvested

SCMCMeasureBND

+1.8%Year to dateJan 1 → Nov 5+0.1%

[…]1 yearTotal return+0.4%

[…]3 years · per year$10,000 became […] · $11,761+5.6%

[…]5 years · per year$10,000 became […] · $9,983−0.0%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

4.39%Trailing 12-mo yield$439 · $412 a year on $10k4.12%

[…]Worst dropSmaller is better−4.5%

[…]VolatilityLower is calmer4.0%

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

2–1SCMC wins

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

More Ways to See the Pairs

SCMC vs BND: Top 5 Holdings

Today

SCMC

2.9%in top 5

BND

in top 5[…]

SCMCStockBND

1.4%APOSnot top 5

0.5%KEY-PInot top 5

0.5%AEFCnot top 5

0.5%ATH-PAnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SCMC vs BND Returns, Every Period

Sterling CapitalSCMC

[…]

past year

BNDVanguard

+0.4%

past year

SCMCBNDFaded: behind in that period

1–0SCMC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCMC vs CSSD

YTD

Sterling CapitalSCMC

+1.8%

CSSDCohenSteers

+2.7%

+1.8%Year to date+2.7%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

4.4%Yield5.3%

$262MAssets$69.5M

2–0CSSD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SCMC, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

CSSD0.49%$49

SCMC0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSSD, SCMC, BND

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

SCMC4.39%$439

BND4.12%$412

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

BND$412 − $3 = $409

SCMC$439 − $55 = $384

KeptFee

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

Overlap: CSSD, SCMC, BND

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCBND

CSSD—0.8%[…]

SCMC0.8%—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+0.4%BND, at 4.0% volatility

BNDWorst drop−4.5%4.0% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCMC

+2.7%Year to date+1.8%

5.3%Yield4.4%

[…]Past year[…]

0.49%Fee0.55%

3–0CSSD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026