Compare · 4 funds side by side · dividends reinvested

CSSD, QTPI, SGOV and AGG

CSSDCohenSteers×QTPINorth Square×SGOViShares×AGGiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$12,091SGOV · best of the four

02 / 04

CSSD, QTPI, SGOV 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%5.22%+3.4%[…][…][…][…][…]$69M1.7

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.8

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.6%4.1%$139B2.4

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFIncome · Dividend stocks0.60%4.40%+0.6%+1.8%[…][…]−2.8%4.9%$77M2.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSSD 2025 · QTPI 2024 · SGOV 2020 · 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

+3.4%Year to dateJan 1 → Nov 9+0.6%

[…]1 yearTotal return+1.8%

[…]3 years · per year[…]

[…]5 years · per year[…]

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

5.22%Trailing 12-mo yield$522 · $440 a year on $10k4.40%

[…]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 9, 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-PA2.9%

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 9, 2026 · share of each fund

CSSD vs QTPI Returns, Every Period

CohenSteersCSSD

[…]

past year

QTPINorth Square

+1.8%

past year

CSSDQTPIFaded: behind in that period

1–0CSSD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs QTPI

YTD

CohenSteersCSSD

+3.4%

QTPINorth Square

+0.6%

+3.4%Year to date+0.6%

[…]Worst drop · 1Y−2.8%

[…]Volatility · 1Y4.9%

5.2%Yield4.4%

$69.5MAssets$76.7M

2–0CSSD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, QTPI, SGOV, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SGOV0.09%$9

CSSD0.49%$49

QTPI0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, QTPI, SGOV, AGG

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

QTPI4.40%$440

AGG4.12%$412

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

AGG$412 − $3 = $409

QTPI$440 − $60 = $380

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSSD, QTPI, SGOV, AGG

Today

0.9%most shared, CSSD and QTPI

CSSDQTPISGOVAGG

CSSD—0.9%[…][…]

QTPI0.9%—[…][…]

SGOV[…][…]—[…]

AGG[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

AGGWorst drop−4.6%4.1% vol

QTPIWorst drop−2.8%4.9% vol

CSSDWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSGOV

+3.4%Year to date+3.2%

5.2%Yield3.6%

[…]Past year+3.8%

0.49%Fee0.09%

2–1CSSD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026