TPLS vs CSSD

ATPLS

BCSSD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,324PFLD · BND $9,985

Lowest cost0.03%BND · $3 on $10k

Most income5.57%PFLD · $557 on $10k

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

Held in common0.3%TPLS and CSSD

TPLS

CSSD

Thornburg Core Plus Bond ETF · $20MCohen & Steers Short Duration Preferred and Income Active ETF · $69M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

4.92%12-mo yield$492 · $522 on $10k5.22%

−4.8%Worst dropSmaller wins[…]

4.0%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTPLS · CSSD

0.3%RZC0.9%

Held in common0.3%

End-of-day Nov 9, 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	PFLD	AAM Low Duration Preferred and Income Securities ETFRead Desk	0.45%	5.57%	−0.1%	+2.2%	+2.8%	+4.3%	+0.6%	−2.3%	$365M
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M
4	ATPLS	Thornburg Core Plus Bond ETFRead Desk	0.45%	4.92%	0.0%	0.0%	+0.4%	new	new	−4.8%	$20M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	PFLD	AAM Low Duration Preferred and Income Securities ETFRead Desk	0.45%	5.57%	−0.1%	+2.2%	+2.8%	+4.3%	+0.6%	−2.3%	$365M
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M
4	ATPLS	Thornburg Core Plus Bond ETFRead Desk	0.45%	4.92%	0.0%	0.0%	+0.4%	new	new	−4.8%	$20M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TPLS vs CSSD

TPLS

Thornburg Core Plus Bond

[…]

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureTPLSCSSD

Fee0.45%0.49%

Cost on $10k a year$45$49

Yield4.92%5.22%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−4.8%[…]

Volatility · 1Y4.0%[…]

1–1measures won
level

0.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PFLD, CSSD, TPLS, BND

Today

3.0%most shared, PFLD and CSSD

PFLDCSSDTPLSBND

PFLD—3.0%0.3%[…]

CSSD3.0%—0.3%[…]

TPLS0.3%0.3%—[…]

BND[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$512most kept, PFLD

PFLD$557 − $45 = $512

CSSD$522 − $49 = $473

TPLS$492 − $45 = $447

BND$412 − $3 = $409

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee