CSSD vs NEAR

ACSSD

BNEAR

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$12,167NEAR · VCIT $10,508

Lowest cost0.03%BND · $3 on $10k

Most income5.25%CSSD · $525 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%

5.25%12-mo yield$525 · $451 on $10k4.51%

[…]Worst dropSmaller wins−1.1%

[…]VolatilityLower wins1.4%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSSD · NEAR

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	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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
3	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
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	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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
3	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
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 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

Yield5.25%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 5, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CSSD, NEAR, BND, VCIT

Today

[…]holdings […]

CSSDNEARBNDVCIT

CSSD—[…][…][…]

NEAR[…]—[…][…]

BND[…][…]—[…]

VCIT[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

CSSD$525 − $49 = $476

NEAR$451 − $25 = $426

BND$412 − $3 = $409

KeptFee

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