CSSD vs CSPF

ACSSD

BCSPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$9,950BND

Lowest cost0.03%BND · $3 on $10k

Most income5.78%CSPF · $578 on $10k

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

Held in common1.8%CSSD and CSPF

CSSD

CSPF

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MCohen & Steers Preferred and Income Opportunities Active ETF · $385M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $59 on $10k · lower wins0.59%

5.24%12-mo yield$524 · $578 on $10k5.78%

[…]Worst dropSmaller wins−3.2%

[…]VolatilityLower wins4.1%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSSD · CSPF

0.8%APOS0.3%

0.4%MTB-PJ0.2%

0.3%RF-PF0.2%

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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M
3	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.78%	+0.9%	+2.4%	+2.9%	new	new	−3.2%	$385M

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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M
3	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.78%	+0.9%	+2.4%	+2.9%	new	new	−3.2%	$385M

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

CSSD vs CSPF

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

CSPF

Cohen & Steers Preferred and Income Opportunities Active

[…]

MeasureCSSDCSPF

Fee0.49%0.59%

Cost on $10k a year$49$59

Yield5.24%5.78%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−3.2%

Volatility · 1Y[…]4.1%

1–1measures won
level

1.8%

holdings shared

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

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CSSD, CSPF, BND

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFBND

CSSD—1.8%[…]

CSPF1.8%—[…]

BND[…][…]—

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

BND$413 − $3 = $410

KeptFee

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