PFLD vs CSSD

APFLD

BCSSD

Measures won2–0PFLD wins · of 6 · 5Y

$10,000 · 5Y$10,347PFLD

Lowest cost0.45%PFLD · $45 on $10k

Most income5.58%PFLD · $558 on $10k

Smallest drop−2.3%PFLD · worst fall in 1Y

Held in common3.0%PFLD and CSSD

PFLD

CSSD

AAM Low Duration Preferred and Income Securities ETF · $368MCohen & Steers Short Duration Preferred and Income Active ETF · $69M

+5.3%3 years · per year$11,660 · […][…]

+0.7%5 years · per year$10,347 · […][…]

0.45%Expense ratio$45 · $49 on $10k · lower wins0.49%

5.58%12-mo yield$558 · $524 on $10k5.24%

−2.3%Worst dropSmaller wins[…]

3.2%VolatilityLower wins[…]

2–0PFLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFLD · CSSD

1.9%RZC0.9%

1.6%APOS0.8%

1.1%AQNB0.4%

1.3%RF-PF0.3%

Held in common3.0%

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

Both

5Y2 funds

#			Trend
1	APFLD	AAM Low Duration Preferred and Income Securities ETFRead Desk		0.45%	5.58%	+0.2%	+2.1%	+2.7%	+5.3%	+0.7%	−2.3%	$368M
2	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk		0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M

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

Both

5Y2 funds

#			Trend
1	APFLD	AAM Low Duration Preferred and Income Securities ETFRead Desk		0.45%	5.58%	+0.2%	+2.1%	+2.7%	+5.3%	+0.7%	−2.3%	$368M
2	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk		0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M

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

PFLD vs CSSD

PFLD

AAM Low Duration Preferred and Income Securities

$10,347

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasurePFLDCSSD

Fee0.45%0.49%

Cost on $10k a year$45$49

Yield5.58%5.24%

5 years, per year+0.7%[…]

3 years, per year+5.3%[…]

Worst drop · 1Y−2.3%[…]

Volatility · 1Y3.2%[…]

2–0measures won
PFLD first

3.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PFLD, CSSD

Today

3.0%most shared, PFLD and CSSD

PFLDCSSD

PFLD—3.0%

CSSD3.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$513most kept, PFLD

PFLD$558 − $45 = $513

CSSD$524 − $49 = $475

KeptFee

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