QTPI vs CSSD

AQTPI

BCSSD

Measures won0–2CSSD wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.9%QTPI and CSSD

QTPI

CSSD

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $78MCohen & Steers Short Duration Preferred and Income Active ETF · $69M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.60%Expense ratio$60 · $49 on $10k · lower wins0.49%

4.42%12-mo yield$442 · $525 on $10k5.25%

−2.8%Worst dropSmaller wins[…]

4.9%VolatilityLower wins[…]

0–2CSSD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQTPI · CSSD

2.0%MTB-PJ0.4%

0.6%RF-PF0.4%

1.8%FITB-PM0.2%

Held in common0.9%

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 Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.42%	+0.9%	+0.3%	+1.1%	new	new	−2.8%	$78M
3	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.42%	+0.9%	+0.3%	+1.1%	new	new	−2.8%	$78M
3	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M

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

QTPI vs CSSD

QTPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities

[…]

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureQTPICSSD

Fee0.60%0.49%

Cost on $10k a year$60$49

Yield4.42%5.25%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−2.8%[…]

Volatility · 1Y4.9%[…]

2–0measures won
CSSD first

0.9%

holdings shared

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

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

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: QTPI, CSSD, SGOV

Today

0.9%most shared, QTPI and CSSD

QTPICSSDSGOV

QTPI—0.9%[…]

CSSD0.9%—[…]

SGOV[…][…]—

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

QTPI$442 − $60 = $382

SGOV$363 − $9 = $354

KeptFee

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