CSSD vs QTPI

ACSSD

BQTPI

Measures won2–0CSSD wins · of 6 · 5Y

$10,000 · 5Y$9,975AGG

Lowest cost0.03%AGG · $3 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−2.8%QTPI · worst fall in 1Y

Held in common0.9%CSSD and QTPI

CSSD

QTPI

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MExchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $60 on $10k · lower wins0.60%

5.25%12-mo yield$525 · $446 on $10k4.46%

[…]Worst dropSmaller wins−2.8%

[…]VolatilityLower wins4.9%

2–0CSSD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSSD · QTPI

0.4%MTB-PJ2.0%

0.4%RF-PF0.6%

0.2%FITB-PM1.7%

Held in common0.9%

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 Three

5Y3 funds

#
1	AGG	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
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M
3	BQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.46%	−0.9%	−0.6%	+0.6%	new	new	−2.8%	$77M

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

All Three

5Y3 funds

#
1	AGG	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
2	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M
3	BQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.46%	−0.9%	−0.6%	+0.6%	new	new	−2.8%	$77M

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 QTPI

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

QTPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities

[…]

MeasureCSSDQTPI

Fee0.49%0.60%

Cost on $10k a year$49$60

Yield5.25%4.46%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−2.8%

Volatility · 1Y[…]4.9%

2–0measures won
CSSD first

0.9%

holdings shared

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%

$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

Overlap: CSSD, QTPI, AGG

Today

0.9%most shared, CSSD and QTPI

CSSDQTPIAGG

CSSD—0.9%[…]

QTPI0.9%—[…]

AGG[…][…]—

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

AGG$412 − $3 = $409

QTPI$446 − $60 = $386

KeptFee

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