CSSD vs CSPF

ACSSD

BCSPF

Measures won2–1CSSD wins · of 6 · YTD

$10,000 · YTD$10,280CSSD · CSPF $10,202

Lowest cost0.49%CSSD · $49 on $10k

Most income5.80%CSPF · $580 on $10k

Smallest drop−3.2%CSPF · worst fall in 1Y

Held in common1.8%CSSD and CSPF

YTD

CSSD

CSPF

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MCohen & Steers Preferred and Income Opportunities Active ETF · $402M

+2.8%Year to dateJan 1 → Nov 6+2.0%

[…]1 yearTotal return+2.6%

0.49%Expense ratio$49 · $59 on $10k · lower wins0.59%

5.25%12-mo yield$525 · $580 on $10k5.80%

[…]Worst dropSmaller wins−3.2%

[…]VolatilityLower wins4.1%

2–1CSSD wins

$10,000 · since Jan 1One scale

Shared top holdingsCSSD · CSPF

0.8%APOS0.3%

0.4%MTB-PJ0.2%

0.4%RF-PF0.2%

0.2%FITB-PM0.2%

Held in common1.8%

End-of-day Nov 6, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend						3Y/yr	5Y/yr
1	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk		0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
2	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk		0.59%	5.80%	+0.1%	+2.0%	+2.6%	new	new	−3.2%	$402M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

YTD2 funds

#			Trend						3Y/yr	5Y/yr
1	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk		0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
2	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk		0.59%	5.80%	+0.1%	+2.0%	+2.6%	new	new	−3.2%	$402M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSSD vs CSPF

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

CSPF

Cohen & Steers Preferred and Income Opportunities Active

$10,265

MeasureCSSDCSPF

Fee0.49%0.59%

Cost on $10k a year$49$59

Yield5.25%5.80%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−3.2%

Volatility · 1Y[…]4.1%

1–1measures won
level

1.8%

holdings shared

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CSSD, CSPF

Today

1.8%most shared, CSSD and CSPF

CSSDCSPF

CSSD—1.8%

CSPF1.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$521most kept, CSPF

CSPF$580 − $59 = $521

CSSD$525 − $49 = $476

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee