Compare · 3 funds side by side · dividends reinvested

CSSD, AGG and IUSB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,151IUSB · best of the three

02 / 04

CSSD, AGG and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B1.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.21%+3.5%[…][…][…][…][…]$69M1.7

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.6%4.1%$139B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSSD 2025 · AGG 2003 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Short Duration Preferred and Income Active ETF · $69M[…]

CSSD

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$11,586

$10,000 three years ago, dividends reinvested

CSSDMeasureAGG

+3.5%Year to dateJan 1 → Nov 9+0.0%

[…]1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,586+5.0%

[…]5 years · per year$10,000 became […] · $9,981−0.0%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

5.21%Trailing 12-mo yield$521 · $412 a year on $10k4.12%

[…]Worst dropSmaller is better−4.6%

[…]VolatilityLower is calmer4.1%

CSSDAGG Winner of the row, in its colourEach row: the bigger of the two fills its side

2–1CSSD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs AGG: Top 5 Holdings

Today

CSSD

2.8%in top 5

AGG

in top 5[…]

CSSDStockAGG

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

CSSD vs AGG Returns, Every Period

CohenSteersCSSD

[…]

past year

AGGiShares

+0.3%

past year

CSSDAGGFaded: behind in that period

1–0CSSD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CSSD vs IUSB

YTD

CohenSteersCSSD

+3.5%

IUSBiShares

+0.1%

+3.5%Year to date+0.1%

[…]Worst drop · 1Y−4.3%

[…]Volatility · 1Y3.9%

5.2%Yield4.3%

$69.5MAssets$50.4B

2–0CSSD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, AGG, IUSB

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

IUSB0.06%$6

CSSD0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, AGG, IUSB

5.21%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.21%$521

IUSB4.33%$433

AGG4.12%$412

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$472most kept, CSSD

CSSD$521 − $49 = $472

IUSB$433 − $6 = $427

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSSD, AGG, IUSB

Today

[…]holdings […]

CSSDAGGIUSB

CSSD—[…][…]

AGG[…]—[…]

IUSB[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+0.5%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

AGGWorst drop−4.6%4.1% vol

CSSDWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDIUSB

+3.5%Year to date+0.1%

5.2%Yield4.3%

[…]Past year+0.5%

0.49%Fee0.06%

2–1CSSD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.0%

+0.1%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026