CSSD vs AGG

ACSSD

BAGG

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,142IUSB · BND $9,983

Lowest cost0.03%AGG · $3 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]CSSD and AGG

CSSD

AGG

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MiShares Core U.S. Aggregate Bond ETF · $139B

[…]3 years · per year[…] · $11,786+5.6%

[…]5 years · per year[…] · $9,975−0.0%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

5.25%12-mo yield$525 · $412 on $10k4.12%

[…]Worst dropSmaller wins−4.6%

[…]VolatilityLower wins4.1%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSSD · AGG

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

Held in common[…]

End-of-day Nov 5, 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	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B
2	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
3	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.1B
4	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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

All Four

5Y4 funds

#
1	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B
2	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
3	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.1B
4	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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 AGG

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,975

MeasureCSSDAGG

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield5.25%4.12%

5 years, per year[…]−0.0%

3 years, per year[…]+5.6%

Worst drop · 1Y[…]−4.6%

Volatility · 1Y[…]4.1%

1–1measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSSD, IUSB, AGG, BND

Today

[…]holdings […]

CSSDIUSBAGGBND

CSSD—[…][…][…]

IUSB[…]—[…][…]

AGG[…][…]—[…]

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

IUSB$433 − $6 = $427

AGG$412 − $3 = $409

BND$412 − $3 = $409

KeptFee

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