CSSD vs SCMC

ACSSD

BSCMC

Measures won2–0CSSD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · DGRO $16,835

Lowest cost0.04%VYM · $4 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−6.5%DGRO · 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
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

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

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, SCMC, VYM, DGRO

Today

61.3%most shared, VYM and DGRO

CSSDSCMCVYMDGRO

CSSD—0.8%0.0%0.0%

SCMC0.8%—0.0%0.0%

VYM0.0%0.0%—61.3%

DGRO0.0%0.0%61.3%—

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

SCMC$441 − $55 = $386

VYM$231 − $4 = $227

DGRO$187 − $8 = $179

KeptFee

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