PortfoliosLab logoPortfoliosLab logo
PFLD vs. CSSD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PFLD vs. CSSD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AAM Low Duration Preferred and Income Securities ETF 144A (PFLD) and Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both investments are quite close, with PFLD having a 2.61% return and CSSD slightly higher at 2.72%.


PFLD

1D
-0.23%
1M
0.46%
YTD
2.61%
6M
2.51%
1Y
5.20%
3Y*
5.14%
5Y*
0.97%
10Y*

CSSD

1D
-0.12%
1M
0.68%
YTD
2.72%
6M
2.91%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFLD vs. CSSD - Yearly Performance Comparison


Correlation

The correlation between PFLD and CSSD is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 10, 2025

0.39

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

PFLD vs. CSSD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFLD
PFLD Risk / Return Rank: 5757
Overall Rank
PFLD Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
PFLD Sortino Ratio Rank: 6262
Sortino Ratio Rank
PFLD Omega Ratio Rank: 5454
Omega Ratio Rank
PFLD Calmar Ratio Rank: 5454
Calmar Ratio Rank
PFLD Martin Ratio Rank: 6565
Martin Ratio Rank

CSSD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PFLD vs. CSSD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AAM Low Duration Preferred and Income Securities ETF 144A (PFLD) and Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PFLDCSSDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.30

Calmar ratioReturn relative to maximum drawdown

2.34

Martin ratioReturn relative to average drawdown

10.39

PFLD vs. CSSD - Sharpe Ratio Comparison


Loading charts...

Drawdowns

PFLD vs. CSSD - Drawdown Comparison

The maximum PFLD drawdown since its inception was -33.20%, which is greater than CSSD's maximum drawdown of -2.32%. Use the drawdown chart below to compare losses from any high point for PFLD and CSSD.


Loading charts...

Drawdown Indicators


PFLDCSSDDifference

Max Drawdown

Largest peak-to-trough decline

-33.20%

-2.32%

-30.88%

Max Drawdown (1Y)

Largest decline over 1 year

-2.23%

Max Drawdown (3Y)

Largest decline over 3 years

-6.41%

Max Drawdown (5Y)

Largest decline over 5 years

-15.51%

Current Drawdown

Current decline from peak

-0.23%

-0.20%

-0.03%

Average Drawdown

Average peak-to-trough decline

-4.14%

-0.29%

-3.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.50%

Volatility

PFLD vs. CSSD - Volatility Comparison


Loading charts...

Volatility by Period


PFLDCSSDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.82%

Volatility (6M)

Calculated over the trailing 6-month period

2.29%

Volatility (1Y)

Calculated over the trailing 1-year period

3.28%

3.08%

+0.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.51%

3.08%

+4.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.32%

3.08%

+10.24%

PFLD vs. CSSD - Expense Ratio Comparison

PFLD has a 0.45% expense ratio, which is lower than CSSD's 0.49% expense ratio.


Dividends

PFLD vs. CSSD - Dividend Comparison

PFLD's dividend yield for the trailing twelve months is around 5.60%, more than CSSD's 2.63% yield.


PositionTTM2025202420232022202120202019
CSSD
Cohen & Steers Short Duration Preferred and Income Active ETF
2.63%0.53%0.00%0.00%0.00%0.00%0.00%0.00%
PFLD
AAM Low Duration Preferred and Income Securities ETF 144A
5.60%6.52%7.09%7.09%5.76%4.52%4.79%0.82%

Frequently Asked Questions


PFLD and CSSD have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PFLD is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PFLD is cheaper with a 0.45% expense ratio, compared with 0.49% for CSSD.

PFLD has the higher dividend yield at 5.60%, compared with 2.63% for CSSD.

They also come from different issuers: Advisors Asset Management and Cohen & Steers. Their fees differ too: 0.45% for PFLD and 0.49% for CSSD.

Portfolio Optimizer

Find the right allocation for PFLD and CSSD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer