IUSB vs CSSD

AIUSB

BCSSD

Measures won1–2CSSD wins · of 6 · YTD

$10,000 · YTD$10,267CSSD · IUSB $10,016

Lowest cost0.03%BND · $3 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]IUSB and CSSD

YTD

IUSB

CSSD

iShares Core Universal USD Bond ETF · $50.4BCohen & Steers Short Duration Preferred and Income Active ETF · $69M

+0.2%Year to dateJan 1 → Nov 5+2.7%

+0.6%1 yearTotal return[…]

0.06%Expense ratio$6 · $49 on $10k · lower wins0.49%

4.33%12-mo yield$433 · $525 on $10k5.25%

−4.3%Worst dropSmaller wins[…]

3.9%VolatilityLower wins[…]

1–2CSSD wins

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

Shared top holdingsIUSB · CSSD

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

Held in common[…]

End-of-day Nov 5, 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%	−0.3%	+2.7%	new	new	new	[…]	$69M
2	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.4B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B

End-of-day Nov 5, 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%	−0.3%	+2.7%	new	new	new	[…]	$69M
2	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.4B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B

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

Cards for this view

IUSB vs CSSD

IUSB

iShares Core Universal USD Bond

$10,060

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureIUSBCSSD

Fee0.06%0.49%

Cost on $10k a year$6$49

Yield4.33%5.25%

5 years, per year+0.3%[…]

3 years, per year+6.0%[…]

Worst drop · 1Y−4.3%[…]

Volatility · 1Y3.9%[…]

1–1measures won
level

Nov 5, 2026 · $10,000 one year ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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

Overlap: CSSD, IUSB, BND

Today

[…]holdings […]

CSSDIUSBBND

CSSD—[…][…]

IUSB[…]—[…]

BND[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

IUSB$433 − $6 = $427

BND$412 − $3 = $409

KeptFee

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