CSSD vs DFSD

ACSSD

BDFSD

Measures won1–1level · of 6 · 3Y

$10,000 · 3Y$11,604DFSD

Lowest cost0.17%DFSD · $17 on $10k

Most income5.24%CSSD · $524 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]CSSD and DFSD

CSSD

DFSD

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MDimensional - Short Duration Fixed Income ETF · $7.4B

[…]3 years · per year[…] · $11,604+5.1%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $17 on $10k · lower wins0.17%

5.24%12-mo yield$524 · $451 on $10k4.51%

[…]Worst dropSmaller wins−1.7%

[…]VolatilityLower wins2.1%

1–1Level

$10,000 · 3 yearsOne scale

Shared top holdingsCSSD · DFSD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

3Y2 funds

#			Trend							5Y/yr
1	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.51%	+0.2%	+1.1%	+1.9%	+5.1%	new	−1.7%	$7.4B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk		0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

3Y2 funds

#			Trend							5Y/yr
1	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.51%	+0.2%	+1.1%	+1.9%	+5.1%	new	−1.7%	$7.4B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk		0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSSD vs DFSD

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

DFSD

Dimensional - Short Duration Fixed Income

$11,604

MeasureCSSDDFSD

Fee0.49%0.17%

Cost on $10k a year$49$17

Yield5.24%4.51%

5 years, per year[…][…]

3 years, per year[…]+5.1%

Worst drop · 1Y[…]−1.7%

Volatility · 1Y[…]2.1%

1–1measures won
level

Nov 4, 2026 · $10,000 three years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CSSD, DFSD

Today

[…]holdings […]

CSSDDFSD

CSSD—[…]

DFSD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

DFSD$451 − $17 = $434

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee