Compare · 3 funds side by side · dividends reinvested

MFSD, CSSD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 03

MFSD, CSSD 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%$117B1.1

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

MFS Active Short Duration Income ETFBonds & Cash · Short-term0.25%0.67%[…][…][…][…][…][…]$32M2.5

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: MFSD 2026 · CSSD 2025 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Short Duration Income ETF · $32M[…]

MFSD

CSSD

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

$10,000 five years ago, dividends reinvested

MFSDMeasureCSSD

[…]Year to dateJan 1 → Nov 5+2.7%

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.25%Expense ratio$25 · $49 a year on $10k · lower is better0.49%

0.67%Trailing 12-mo yield$67 · $525 a year on $10k5.25%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

MFSD vs CSSD: Top 5 Holdings

Today

MFSD

[…]in top 5

CSSD

in top 52.8%

MFSDStockCSSD

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common[…]

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

MFSD vs CSSD Returns, Every Period

MFSMFSD

[…]

past year

CSSDCohenSteers

[…]

past year

Returns […]

MFSDCSSDFaded: behind in that period

0–0Level

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

MFSD vs CSSD

YTD

MFSMFSD

[…]

CSSDCohenSteers

+2.7%

[…]Year to date+2.7%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

0.7%Yield5.3%

$31.7MAssets$69.5M

1–0CSSD wins

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

Cost, Income and Risk

Fees: MFSD, CSSD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

MFSD0.25%$25

CSSD0.49%$49

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

Yields: MFSD, CSSD, SGOV

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

SGOV3.63%$363

MFSD0.67%$67

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

SGOV$363 − $9 = $354

MFSD$67 − $25 = $42

KeptFee

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

Overlap: MFSD, CSSD, SGOV

Today

[…]holdings […]

MFSDCSSDSGOV

MFSD—[…][…]

CSSD[…]—[…]

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

MFSDWorst drop[…][…]

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDSGOV

+2.7%Year to date+3.1%

5.3%Yield3.6%

[…]Past year+3.7%

0.49%Fee0.09%

2–1SGOV 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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026