SCSB vs CSSD

ASCSB

BCSSD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%SCSB · $33 on $10k

Most income5.24%CSSD · $524 on $10k

Smallest drop[…][…]

Held in common[…]SCSB and CSSD

SCSB

CSSD

Sterling Capital Funds - Sterling Capital Short Duration Bond ETF · $32MCohen & Steers Short Duration Preferred and Income Active ETF · $69M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $49 on $10k · lower wins0.49%

3.56%12-mo yield$356 · $524 on $10k5.24%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSCSB · CSSD

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

Held in common[…]

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					1Y	3Y/yr	5Y/yr	Drop
1	ASCSB	Sterling Capital Funds - Sterling Capital Short Duration Bond ETFRead Desk		0.33%	3.56%	0.0%	new	new	new	new	[…]	$32M
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					1Y	3Y/yr	5Y/yr	Drop
1	ASCSB	Sterling Capital Funds - Sterling Capital Short Duration Bond ETFRead Desk		0.33%	3.56%	0.0%	new	new	new	new	[…]	$32M
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

SCSB vs CSSD

SCSB

Sterling Capital Funds - Sterling Capital Short Duration Bond

[…]

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureSCSBCSSD

Fee0.33%0.49%

Cost on $10k a year$33$49

Yield3.56%5.24%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

1–1measures won
level

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCSB, CSSD

Today

[…]holdings […]

SCSBCSSD

SCSB—[…]

CSSD[…]—

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

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

SCSB$356 − $33 = $323

KeptFee

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