Compare · 3 funds side by side · dividends reinvested

CSSD, CSPF and SGOV

CSSDCohenSteers×CSPFCohenSteers×SGOViShares×

Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$10,375SGOV · best of the three

02 / 04

CSSD, CSPF and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.0

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.81%+1.9%+2.6%[…][…]−3.2%4.1%$392M2.2

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 · CSPF 2025 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF · $392M[…]

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

CSSDMeasureCSPF

+2.7%Year to dateJan 1 → Nov 5+1.9%

[…]1 yearTotal return+2.6%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $59 a year on $10k · lower is better0.59%

5.25%Trailing 12-mo yield$525 · $581 a year on $10k5.81%

[…]Worst dropSmaller is better−3.2%

[…]VolatilityLower is calmer4.1%

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

2–1CSSD wins

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

More Ways to See the Pairs

CSSD vs CSPF: Top 5 Holdings

Today

CSSD

2.8%in top 5

CSPF

in top 52.0%

CSSDStockCSPF

0.9%RZCnot top 5

0.8%APOS0.3%

not top 5MS-PQ0.5%

not top 5PRS0.4%

0.4%AQNBnot top 5

not top 5BAC-PN0.4%

not top 5NBS.L0.4%

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common1.9%

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

CSSD vs CSPF Returns, Every Period

CohenSteersCSSD

[…]

past year

CSPFCohenSteers

+2.6%

past year

CSSDCSPFFaded: behind in that period

1–0CSSD wins

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

Bonds vs Income: CSSD vs CSPF

YTD

CohenSteersCSSD

+2.7%

CSPFCohenSteers

+1.9%

+2.7%Year to date+1.9%

[…]Worst drop · 1Y−3.2%

[…]Volatility · 1Y4.1%

5.3%Yield5.8%

$68.6MAssets$392M

1–1level

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

Cost, Income and Risk

Fees: CSSD, CSPF, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

CSSD0.49%$49

CSPF0.59%$59

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

Yields: CSSD, CSPF, SGOV

5.81%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.81%$581

CSSD5.25%$525

SGOV3.63%$363

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

Income After Fees on $10,000

$522most kept, CSPF

CSPF$581 − $59 = $522

CSSD$525 − $49 = $476

SGOV$363 − $9 = $354

KeptFee

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

Overlap: CSSD, CSPF, SGOV

Today

1.9%most shared, CSSD and CSPF

CSSDCSPFSGOV

CSSD—1.9%[…]

CSPF1.9%—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

CSPFWorst drop−3.2%4.1% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSPFSGOV

+1.9%Year to date+3.1%

5.8%Yield3.6%

+2.6%Past year+3.7%

0.59%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

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%

$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