CSSD vs SCHD
Cohen & Steers Short Duration Preferred and Income Active ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. CSSD offers more diversification with 155 holdings.
Side-by-Side Comparison
| Metric | CSSD | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.06% | |
| AUM | $58M | $108.7B | |
| Dividend Yield | 4.12% | 3.13% | |
| Holdings | 155 | 104 | |
| YTD Return | +3.34% | +28.48% | |
| 1Y Return | - | +30.95% | |
| 3Y Return (annualized) | - | +16.80% | |
| 5Y Return (annualized) | - | +10.27% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -2.3% | -33.4% | |
| Fund Family | Cohen & Steers Funds | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Dec 9, 2025 | Oct 20, 2011 |
CSSD vs SCHD Performance
Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) is a ETF from Cohen & Steers Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, CSSD is up 3.34% versus a gain of 28.48% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.3% for CSSD and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 4.12% against 3.13% for SCHD.
Holdings Overlap
CSSD and SCHD share 1 holdings out of 189 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CSSD | Weight in SCHD | Difference |
|---|---|---|---|
| FITB | 0.23% | 1.30% | 1.07% |
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. On a $10,000 investment, that is $43 per year of difference.
What is the holdings overlap between CSSD and SCHD?
CSSD and SCHD share 1 common holdings with a 0.2% weight overlap. Combined, they hold 189 unique securities.
Which pays a higher dividend, CSSD or SCHD?
CSSD yields 4.12% while SCHD yields 3.13%, so CSSD currently pays the higher dividend yield.
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