Compare · 3 funds side by side · dividends reinvested

CSSD, QTPI and AGG

CSSDCohenSteers×QTPINorth Square×AGGiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$9,975AGG · best of the three

02 / 04

CSSD, QTPI and AGG, 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

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B1.6

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFIncome · Dividend stocks0.60%4.46%−0.6%+0.6%[…][…]−2.8%4.9%$77M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · QTPI 2024 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

QTPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77M[…]

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

CSSDMeasureQTPI

+2.7%Year to dateJan 1 → Nov 5−0.6%

[…]1 yearTotal return+0.6%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $60 a year on $10k · lower is better0.60%

5.25%Trailing 12-mo yield$525 · $446 a year on $10k4.46%

[…]Worst dropSmaller is better−2.8%

[…]VolatilityLower is calmer4.9%

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

3–0CSSD 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 QTPI: Top 5 Holdings

Today

CSSD

2.8%in top 5

QTPI

in top 511.9%

CSSDStockQTPI

not top 5T-PA2.8%

not top 5TFC-PO2.8%

not top 5COF-PI2.2%

not top 5SCHW-PJ2.1%

0.4%MTB-PJ2.0%

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%RF-PFnot top 5

Held in common0.9%

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

CSSD vs QTPI Returns, Every Period

CohenSteersCSSD

[…]

past year

QTPINorth Square

+0.6%

past year

CSSDQTPIFaded: 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 QTPI

YTD

CohenSteersCSSD

+2.7%

QTPINorth Square

−0.6%

+2.7%Year to date−0.6%

[…]Worst drop · 1Y−2.8%

[…]Volatility · 1Y4.9%

5.3%Yield4.5%

$68.6MAssets$77.0M

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, QTPI, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

CSSD0.49%$49

QTPI0.60%$60

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

Yields: CSSD, QTPI, AGG

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

QTPI4.46%$446

AGG4.12%$412

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

AGG$412 − $3 = $409

QTPI$446 − $60 = $386

KeptFee

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

Overlap: CSSD, QTPI, AGG

Today

0.9%most shared, CSSD and QTPI

CSSDQTPIAGG

CSSD—0.9%[…]

QTPI0.9%—[…]

AGG[…][…]—

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

Return vs Bumpiness: 3 ETFs

+0.6%QTPI, at 4.9% volatility

AGGWorst drop−4.6%4.1% vol

QTPIWorst drop−2.8%4.9% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDAGG

+2.7%Year to date+0.1%

5.3%Yield4.1%

[…]Past year+0.5%

0.49%Fee0.03%

2–1CSSD 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%

$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