CSPF vs CSSD

ACSPF

BCSSD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · MUB $10,432

Lowest cost0.05%MUB · $5 on $10k

Most income5.72%CSPF · $572 on $10k

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

Held in common1.8%CSPF and CSSD

CSPF

CSSD

Cohen & Steers Preferred and Income Opportunities Active ETF · $419MCohen & Steers Short Duration Preferred and Income Active ETF · $69M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.59%Expense ratio$59 · $49 on $10k · lower wins0.49%

5.72%12-mo yield$572 · $522 on $10k5.22%

−3.2%Worst dropSmaller wins[…]

4.4%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSPF · CSSD

0.3%APOS0.8%

0.2%MTB-PJ0.4%

0.2%RF-PF0.4%

0.2%FITB-PM0.2%

Held in common1.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
3	ACSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.72%	+1.4%	+3.4%	+4.2%	new	new	−3.2%	$419M
4	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
3	ACSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.72%	+1.4%	+3.4%	+4.2%	new	new	−3.2%	$419M
4	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSPF vs CSSD

CSPF

Cohen & Steers Preferred and Income Opportunities Active

[…]

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureCSPFCSSD

Fee0.59%0.49%

Cost on $10k a year$59$49

Yield5.72%5.22%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−3.2%[…]

Volatility · 1Y4.4%[…]

1–1measures won
level

1.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CSPF, CSSD, MUB, SCHD

Today

1.8%most shared, CSPF and CSSD

CSPFCSSDMUBSCHD

CSPF—1.8%[…]0.0%

CSSD1.8%—[…]0.0%

MUB[…][…]—[…]

SCHD0.0%0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$513most kept, CSPF

CSPF$572 − $59 = $513

CSSD$522 − $49 = $473

MUB$326 − $5 = $321

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee