BND vs NEAR

ABND

BNEAR

Measures won2–4NEAR wins · of 6 · 5Y

$10,000 · 5Y$12,184NEAR · BND $9,974

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[…]BND and NEAR

BND

NEAR

Vanguard Total Bond Market ETF · $161BiShares Short Duration Bond Active ETF · $5.2B

+5.2%3 years · per year$11,637 · $11,595+5.1%

−0.1%5 years · per year$9,974 · $12,184+4.0%

0.03%Expense ratio$3 · $25 on $10k · lower wins0.25%

4.12%12-mo yield$412 · $451 on $10k4.51%

−4.5%Worst dropSmaller wins−1.1%

4.0%VolatilityLower wins1.4%

2–4NEAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBND · NEAR

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

Held in common[…]

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 Three

5Y3 funds

#
1	BNEAR	iShares Short Duration Bond Active ETFRead Desk	0.25%	4.51%	0.0%	+1.6%	+2.5%	+5.1%	+4.0%	−1.1%	$5.2B
2	ABND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M

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

All Three

5Y3 funds

#
1	BNEAR	iShares Short Duration Bond Active ETFRead Desk	0.25%	4.51%	0.0%	+1.6%	+2.5%	+5.1%	+4.0%	−1.1%	$5.2B
2	ABND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M

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

BND vs NEAR

BND

Vanguard Total Bond Market

$9,974

NEAR

iShares Short Duration Bond Active

$12,184

MeasureBNDNEAR

Fee0.03%0.25%

Cost on $10k a year$3$25

Yield4.12%4.51%

5 years, per year−0.1%+4.0%

3 years, per year+5.2%+5.1%

Worst drop · 1Y−4.5%−1.1%

Volatility · 1Y4.0%1.4%

4–2measures won
NEAR first

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

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

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

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, NEAR, BND

Today

[…]holdings […]

CSSDNEARBND

CSSD—[…][…]

NEAR[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

NEAR$451 − $25 = $426

BND$412 − $3 = $409

KeptFee

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