SCMC vs CSSD

ASCMC

BCSSD

Measures won0–2CSSD wins · of 6 · 5Y

$10,000 · 5Y$9,950BND

Lowest cost0.03%BND · $3 on $10k

Most income5.24%CSSD · $524 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common0.8%SCMC and CSSD

SCMC

CSSD

Sterling Capital Multi-Strategy Income ETF · $262MCohen & Steers Short Duration Preferred and Income Active ETF · $69M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $49 on $10k · lower wins0.49%

4.39%12-mo yield$439 · $524 on $10k5.24%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

0–2CSSD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCMC · CSSD

1.4%APOS0.8%

Held in common0.8%

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

All Three

5Y3 funds

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
2	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M
3	ASCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.39%	0.0%	+1.9%	new	new	new	[…]	$262M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
2	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M
3	ASCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.39%	0.0%	+1.9%	new	new	new	[…]	$262M

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

SCMC vs CSSD

SCMC

Sterling Capital Multi-Strategy Income

[…]

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureSCMCCSSD

Fee0.55%0.49%

Cost on $10k a year$55$49

Yield4.39%5.24%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

2–0measures won
CSSD first

0.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

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

Overlap: CSSD, SCMC, BND

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCBND

CSSD—0.8%[…]

SCMC0.8%—[…]

BND[…][…]—

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

BND$413 − $3 = $410

SCMC$439 − $55 = $384

KeptFee

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