Compare · 3 funds side by side · dividends reinvested

PFLD, CSSD and TPLS

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,330PFLD · best of the three

02 / 04

PFLD, CSSD and TPLS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AAM Low Duration Preferred and Income Securities ETFBonds & Cash · Ultra-short0.45%5.59%+2.0%+2.4%+5.4%+0.7%−2.3%3.2%$368M1.1

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.26%+2.6%[…][…][…][…][…]$69M2.0

Thornburg Core Plus Bond ETFBonds & Cash · Core aggregate0.45%4.94%−0.5%−0.2%[…][…]−4.8%4.0%$20M2.2

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

End-of-day Nov 3, 2026 · returns include dividends · since: PFLD 2019 · CSSD 2025 · TPLS 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

TPLS

Thornburg Core Plus Bond ETF · $20M[…]

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

CSSDMeasureTPLS

+2.6%Year to dateJan 1 → Nov 3−0.5%

[…]1 yearTotal return−0.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $45 a year on $10k · lower is better0.45%

5.26%Trailing 12-mo yield$526 · $494 a year on $10k4.94%

[…]Worst dropSmaller is better−4.8%

[…]VolatilityLower is calmer4.0%

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

2–1CSSD wins

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

More Ways to See the Pairs

CSSD vs TPLS: Top 5 Holdings

Today

CSSD

2.7%in top 5

TPLS

in top 51.9%

CSSDStockTPLS

not top 5TYZ61.6%

0.9%RZC0.3%

0.8%APOSnot top 5

0.4%MTB-PJnot top 5

0.3%RF-PFnot top 5

0.3%AQNBnot top 5

Held in common0.3%

End-of-day Nov 3, 2026 · share of each fund

CSSD vs TPLS Returns, Every Period

CohenSteersCSSD

[…]

past year

TPLSThornburg

−0.2%

past year

CSSDTPLSFaded: behind in that period

1–0CSSD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CSSD vs PFLD

YTD

CohenSteersCSSD

+2.6%

PFLDAAM

+2.0%

+2.6%Year to date+2.0%

[…]Worst drop · 1Y−2.3%

[…]Volatility · 1Y3.2%

5.3%Yield5.6%

$68.6MAssets$368M

1–1level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFLD, CSSD, TPLS

Today

0.45%lowest, PFLD

FundExpense ratioFee$10k

PFLD0.45%$45

TPLS0.45%$45

CSSD0.49%$49

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PFLD, CSSD, TPLS

5.59%highest, PFLD

FundTrailing yieldYield$10k

PFLD5.59%$559

CSSD5.26%$526

TPLS4.94%$494

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$514most kept, PFLD

PFLD$559 − $45 = $514

CSSD$526 − $49 = $477

TPLS$494 − $45 = $449

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PFLD, CSSD, TPLS

Today

2.9%most shared, PFLD and CSSD

PFLDCSSDTPLS

PFLD—2.9%0.3%

CSSD2.9%—0.3%

TPLS0.3%0.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+2.4%PFLD, at 3.2% volatility

PFLDWorst drop−2.3%3.2% vol

TPLSWorst drop−4.8%4.0% vol

CSSDWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PFLDCSSD

+2.0%Year to date+2.6%

5.6%Yield5.3%

+2.4%Past year[…]

0.45%Fee0.49%

2–1PFLD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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 3, 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 3, 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 3, 2026