CSSD vs SCMC

ACSSD

BSCMC

Measures won2–0CSSD wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common0.8%CSSD and SCMC

CSSD

SCMC

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

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $55 on $10k · lower wins0.55%

5.25%12-mo yield$525 · $441 on $10k4.41%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

2–0CSSD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSSD · SCMC

0.8%APOS1.4%

Held in common0.8%

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 Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.2B
3	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
4	BSCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.41%	−0.3%	+1.5%	new	new	new	[…]	$262M

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.2B
3	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
4	BSCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.41%	−0.3%	+1.5%	new	new	new	[…]	$262M

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

CSSD vs SCMC

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

SCMC

Sterling Capital Multi-Strategy Income

[…]

MeasureCSSDSCMC

Fee0.49%0.55%

Cost on $10k a year$49$55

Yield5.25%4.41%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

2–0measures won
CSSD first

0.8%

holdings shared

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

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: CSSD, SCMC, VIG, AGG

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCVIGAGG

CSSD—0.8%0.0%[…]

SCMC0.8%—0.0%[…]

VIG0.0%0.0%—[…]

AGG[…][…][…]—

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

AGG$412 − $3 = $409

SCMC$441 − $55 = $386

VIG$150 − $4 = $146

KeptFee

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