CSSD vs SCHD

CSSD vs SCHD

Which is better, CSSD or SCHD?

Short Term Mid Quality against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCSSDSCHD
Expense Ratio0.49%0.06%Best
AUM$61M$112.1B
Dividend Yield4.60%3.00%
Holdings174103
YTD Return+2.56%+24.04%Best
1Y Return-+27.95%
3Y Return (annualized)-+15.51%
5Y Return (annualized)-+9.80%
Fund FamilyCohen & Steers FundsCharles Schwab Asset Management
CategoryFixed IncomeEquity
StyleShort Term Mid QualityLarge Cap Value
InceptionDec 9, 2025Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

CSSD vs SCHD growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CSSD vs SCHD Performance

Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) is an ETF from Cohen & Steers Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, CSSD is up 2.56% versus a gain of 24.04% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

CSSD charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, CSSD currently yields 4.60% against 3.00% for SCHD.

Holdings Overlap

SCHD already in CSSD1.2%

At least 1.2% of SCHD's money is in holdings CSSD also owns.

Stated as a floor: for CSSD, our book for it covers 48.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

SCHD and CSSD share little of their money.

1 positions in common, counted across the 91 positions we hold weights for in CSSD and 100 in SCHD, against full books of 174 and 103.

Top Shared Holdings

StockWeight in CSSDWeight in SCHDDifference
FITBFifth Third Bancorp 6.875 04/01/2174 6.8750.22%1.19%0.97%

You are not choosing between two funds in isolation.

Whichever of CSSD and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CSSDSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CSSD or SCHD?

CSSD has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $43 a year on a $10,000 investment.

What is the holdings overlap between CSSD and SCHD?

At least 1.2% of SCHD's money is in holdings CSSD also owns. Our book for CSSD is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 91 positions we hold weights for in CSSD and 100 in SCHD.

Which pays a higher dividend, CSSD or SCHD?

CSSD yields 4.60% while SCHD yields 3.00%, so CSSD currently pays the higher dividend yield.

Is SCHD better than CSSD?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.