DFSD vs CSSD

ADFSD

BCSSD

Measures won1–2CSSD wins · of 6 · YTD

$10,000 · YTD$10,280CSSD · DFSD $10,121

Lowest cost0.03%BND · $3 on $10k

Most income5.25%CSSD · $525 on $10k

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

Held in common[…]DFSD and CSSD

YTD

DFSD

CSSD

Dimensional - Short Duration Fixed Income ETF · $7.4BCohen & Steers Short Duration Preferred and Income Active ETF · $69M

+1.2%Year to dateJan 1 → Nov 6+2.8%

+2.0%1 yearTotal return[…]

0.17%Expense ratio$17 · $49 on $10k · lower wins0.49%

4.50%12-mo yield$450 · $525 on $10k5.25%

−1.7%Worst dropSmaller wins[…]

2.1%VolatilityLower wins[…]

1–2CSSD wins

$10,000 · since Jan 1All three, one scale

Shared top holdingsDFSD · CSSD

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

Held in common[…]

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

All Three

YTD3 funds

#
1	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
2	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.50%	−0.1%	+1.2%	+2.0%	+5.0%	new	−1.7%	$7.4B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

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

All Three

YTD3 funds

#
1	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
2	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.50%	−0.1%	+1.2%	+2.0%	+5.0%	new	−1.7%	$7.4B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

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

DFSD vs CSSD

DFSD

Dimensional - Short Duration Fixed Income

$10,202

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureDFSDCSSD

Fee0.17%0.49%

Cost on $10k a year$17$49

Yield4.50%5.25%

5 years, per year[…][…]

3 years, per year+5.0%[…]

Worst drop · 1Y−1.7%[…]

Volatility · 1Y2.1%[…]

1–1measures won
level

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

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 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CSSD, DFSD, BND

Today

[…]holdings […]

CSSDDFSDBND

CSSD—[…][…]

DFSD[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

DFSD$450 − $17 = $433

BND$412 − $3 = $409

KeptFee

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