NEAR vs CSSD

ANEAR

BCSSD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$12,167NEAR

Lowest cost0.25%NEAR · $25 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−1.1%NEAR · worst fall in 1Y

Held in common[…]NEAR and CSSD

NEAR

CSSD

iShares Short Duration Bond Active ETF · $5.2BCohen & Steers Short Duration Preferred and Income Active ETF · $69M

+5.1%3 years · per year$11,605 · […][…]

+4.0%5 years · per year$12,167 · […][…]

0.25%Expense ratio$25 · $49 on $10k · lower wins0.49%

4.51%12-mo yield$451 · $525 on $10k5.25%

−1.1%Worst dropSmaller wins[…]

1.4%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsNEAR · CSSD

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	ANEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	+0.2%	+1.5%	+2.4%	+5.1%	+4.0%	−1.1%	$5.2B
2	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk		0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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

Both

5Y2 funds

#			Trend
1	ANEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	+0.2%	+1.5%	+2.4%	+5.1%	+4.0%	−1.1%	$5.2B
2	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk		0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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

NEAR vs CSSD

NEAR

iShares Short Duration Bond Active

$12,167

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureNEARCSSD

Fee0.25%0.49%

Cost on $10k a year$25$49

Yield4.51%5.25%

5 years, per year+4.0%[…]

3 years, per year+5.1%[…]

Worst drop · 1Y−1.1%[…]

Volatility · 1Y1.4%[…]

1–1measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NEAR, CSSD

Today

[…]holdings […]

NEARCSSD

NEAR—[…]

CSSD[…]—

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

NEAR$451 − $25 = $426

KeptFee

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