CSPF vs CSSD

ACSPF

BCSSD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income5.78%CSPF · $578 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 · $392MCohen & 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%

5.78%12-mo yield$578 · $524 on $10k5.24%

−3.2%Worst dropSmaller wins[…]

4.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSPF · CSSD

0.3%APOS0.8%

0.2%MTB-PJ0.4%

0.2%RF-PF0.3%

0.2%FITB-PM0.2%

Held in common1.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ACSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.78%	+0.9%	+2.4%	+2.9%	new	new	−3.2%	$392M
3	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ACSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.78%	+0.9%	+2.4%	+2.9%	new	new	−3.2%	$392M
3	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M

End-of-day Nov 4, 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

Yield5.78%5.24%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−3.2%[…]

Volatility · 1Y4.1%[…]

1–1measures won
level

1.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CSPF, CSSD, SCHD

Today

1.8%most shared, CSPF and CSSD

CSPFCSSDSCHD

CSPF—1.8%0.0%

CSSD1.8%—0.0%

SCHD0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$519most kept, CSPF

CSPF$578 − $59 = $519

CSSD$524 − $49 = $475

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee