CSSD vs SCHD

ACSSD

BSCHD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · BND $9,950

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 common0.0%CSSD and SCHD

CSSD

SCHD

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%

5.24%12-mo yield$524 · $291 on $10k2.91%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.5%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSSD · SCHD

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

Held in common0.0%

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 Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	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
3	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M
4	SCMC	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 Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	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
3	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M
4	SCMC	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

CSSD vs SCHD

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureCSSDSCHD

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield5.24%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.5%

1–1measures won
level

0.0%

holdings shared

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

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

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, SCHD, BND

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCSCHDBND

CSSD—0.8%0.0%[…]

SCMC0.8%—0.0%[…]

SCHD0.0%0.0%—[…]

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

SCHD$291 − $6 = $285

KeptFee

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