CSSD vs CSPF

ACSSD

BCSPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,941VYM · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income5.80%CSPF · $580 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 · $402M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

5.25%12-mo yield$525 · $580 on $10k5.80%

[…]Worst dropSmaller wins−3.2%

[…]VolatilityLower wins4.1%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSSD · CSPF

0.8%APOS0.3%

0.4%MTB-PJ0.2%

0.4%RF-PF0.2%

0.2%FITB-PM0.2%

Held in common1.8%

End-of-day Nov 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B
3	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
4	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.80%	+0.1%	+2.0%	+2.6%	new	new	−3.2%	$402M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B
3	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
4	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.80%	+0.1%	+2.0%	+2.6%	new	new	−3.2%	$402M

End-of-day Nov 6, 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

Yield5.25%5.80%

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 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CSSD, CSPF, VYM, AGG

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFVYMAGG

CSSD—1.8%0.0%[…]

CSPF1.8%—0.0%[…]

VYM0.0%0.0%—[…]

AGG[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$521most kept, CSPF

CSPF$580 − $59 = $521

CSSD$525 − $49 = $476

AGG$412 − $3 = $409

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee