Compare · 3 funds side by side · dividends reinvested

CSSD, NEAR and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,184NEAR · best of the three

02 / 04

CSSD, NEAR and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.51%+1.6%+2.5%+5.1%+4.0%−1.1%1.4%$5.2B1.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M1.7

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSSD 2025 · NEAR 2013 · AGG 2003

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$12,184

$10,000 five years ago, dividends reinvested

CSSDMeasureNEAR

+2.8%Year to dateJan 1 → Nov 6+1.6%

[…]1 yearTotal return+2.5%

[…]3 years · per year$10,000 became […] · $11,595+5.1%

[…]5 years · per year$10,000 became […] · $12,184+4.0%

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

5.25%Trailing 12-mo yield$525 · $451 a year on $10k4.51%

[…]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 6, 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

2.8%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

0.4%RF-PFnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CSSD vs NEAR Returns, Every Period

CohenSteersCSSD

[…]

past year

NEARiShares

+2.5%

past year

CSSDNEARFaded: behind in that period

1–0CSSD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSSD vs NEAR

YTD

CohenSteersCSSD

+2.8%

NEARiShares

+1.6%

+2.8%Year to date+1.6%

[…]Worst drop · 1Y−1.1%

[…]Volatility · 1Y1.4%

5.2%Yield4.5%

$69.5MAssets$5.2B

2–0CSSD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, NEAR, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

NEAR0.25%$25

CSSD0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, NEAR, AGG

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

NEAR4.51%$451

AGG4.12%$412

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

NEAR$451 − $25 = $426

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSSD, NEAR, AGG

Today

[…]holdings […]

CSSDNEARAGG

CSSD—[…][…]

NEAR[…]—[…]

AGG[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+2.5%NEAR, at 1.4% volatility

NEARWorst drop−1.1%1.4% vol

AGGWorst drop−4.6%4.1% vol

CSSDWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDNEAR

+2.8%Year to date+1.6%

5.2%Yield4.5%

[…]Past year+2.5%

0.49%Fee0.25%

2–1CSSD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026