CSSD vs PSDM

ACSSD

BPSDM

Measures won2–1CSSD wins · of 6 · YTD

$10,000 · YTD$10,267CSSD · PSDM $10,151

Lowest cost0.03%BND · $3 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−1.2%PSDM · worst fall in 1Y

Held in common0.0%CSSD and PSDM

YTD

CSSD

PSDM

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MPGIM Short Duration Multi-Secto · $277M

+2.7%Year to dateJan 1 → Nov 5+1.5%

[…]1 yearTotal return+2.4%

0.49%Expense ratio$49 · $40 on $10k · lower wins0.40%

5.25%12-mo yield$525 · $445 on $10k4.45%

[…]Worst dropSmaller wins−1.2%

[…]VolatilityLower wins1.7%

2–1CSSD wins

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

Shared top holdingsCSSD · PSDM

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

Held in common0.0%

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	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M
2	BPSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.45%	+0.1%	+1.5%	+2.4%	+5.6%	new	−1.2%	$277M
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	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M
2	BPSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.45%	+0.1%	+1.5%	+2.4%	+5.6%	new	−1.2%	$277M
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

CSSD vs PSDM

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

PSDM

PGIM Short Duration Multi-Secto

$10,242

MeasureCSSDPSDM

Fee0.49%0.40%

Cost on $10k a year$49$40

Yield5.25%4.45%

5 years, per year[…][…]

3 years, per year[…]+5.6%

Worst drop · 1Y[…]−1.2%

Volatility · 1Y[…]1.7%

1–1measures won
level

0.0%

holdings shared

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PSDM, CSSD, BND

Today

0.0%most shared, PSDM and CSSD

PSDMCSSDBND

PSDM—0.0%[…]

CSSD0.0%—[…]

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

BND$412 − $3 = $409

PSDM$445 − $40 = $405

KeptFee

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