CSSD vs NEAR

ACSSD

BNEAR

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$12,167NEAR

Lowest cost0.25%NEAR · $25 on $10k

Most income5.24%CSSD · $524 on $10k

Smallest drop−1.1%NEAR · worst fall in 1Y

Held in common[…]CSSD and NEAR

CSSD

NEAR

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MiShares Short Duration Bond Active ETF · $5.2B

[…]3 years · per year[…] · $11,605+5.1%

[…]5 years · per year[…] · $12,167+4.0%

0.49%Expense ratio$49 · $25 on $10k · lower wins0.25%

5.24%12-mo yield$524 · $451 on $10k4.51%

[…]Worst dropSmaller wins−1.1%

[…]VolatilityLower wins1.4%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsCSSD · NEAR

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BNEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	+0.2%	+1.5%	+2.4%	+5.1%	+4.0%	−1.1%	$5.2B
2	ACSSD	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

Both

5Y2 funds

#			Trend
1	BNEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	+0.2%	+1.5%	+2.4%	+5.1%	+4.0%	−1.1%	$5.2B
2	ACSSD	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

CSSD vs NEAR

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

NEAR

iShares Short Duration Bond Active

$12,167

MeasureCSSDNEAR

Fee0.49%0.25%

Cost on $10k a year$49$25

Yield5.24%4.51%

5 years, per year[…]+4.0%

3 years, per year[…]+5.1%

Worst drop · 1Y[…]−1.1%

Volatility · 1Y[…]1.4%

1–1measures won
level

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CSSD, NEAR

Today

[…]holdings […]

CSSDNEAR

CSSD—[…]

NEAR[…]—

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

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

NEAR$451 − $25 = $426

KeptFee

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