Compare · 2 funds side by side · dividends reinvested

CSSD and NEAR

CSSDCohenSteers×NEARiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,167NEAR · best of the two

02 / 03

CSSD and NEAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.52%+1.3%+2.2%+5.0%+4.0%−1.1%1.4%$5.2B1.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.26%+2.6%[…][…][…][…][…]$69M1.3

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSSD 2025 · NEAR 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

NEAR

iShares Short Duration Bond Active ETF · $5.2B$12,167

$10,000 five years ago, dividends reinvested

CSSDMeasureNEAR

+2.6%Year to dateJan 1 → Nov 4+1.3%

[…]1 yearTotal return+2.2%

[…]3 years · per year$10,000 became […] · $11,587+5.0%

[…]5 years · per year$10,000 became […] · $12,144+4.0%

0.49%Expense ratio$49 · $25 a year on $10k · lower is better0.25%

5.26%Trailing 12-mo yield$526 · $452 a year on $10k4.52%

[…]Worst dropSmaller is better−1.1%

[…]VolatilityLower is calmer1.4%

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

2–1CSSD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs NEAR: Top 5 Holdings

Today

CSSD

2.7%in top 5

NEAR

in top 5[…]

CSSDStockNEAR

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.3%RF-PFnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CSSD vs NEAR Returns, Every Period

CohenSteersCSSD

[…]

past year

NEARiShares

+2.2%

past year

CSSDNEARFaded: behind in that period

1–0CSSD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSSD vs NEAR

YTD

CohenSteersCSSD

+2.6%

NEARiShares

+1.3%

+2.6%Year to date+1.3%

[…]Worst drop · 1Y−1.1%

[…]Volatility · 1Y1.4%

5.3%Yield4.5%

$68.6MAssets$5.2B

2–0CSSD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, NEAR

Today

0.25%lowest, NEAR

FundExpense ratioFee$10k

NEAR0.25%$25

CSSD0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSSD, NEAR

5.26%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.26%$526

NEAR4.52%$452

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$477most kept, CSSD

CSSD$526 − $49 = $477

NEAR$452 − $25 = $427

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSSD, NEAR

Today

[…]holdings […]

CSSDNEAR

CSSD—[…]

NEAR[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.2%NEAR, at 1.4% volatility

NEARWorst drop−1.1%1.4% vol

CSSDWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDNEAR

+2.6%Year to date+1.3%

5.3%Yield4.5%

[…]Past year+2.2%

0.49%Fee0.25%

2–1CSSD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026