Compare · 3 funds side by side · dividends reinvested

CSSD, DFSD and IVV

CSSDCohenSteers×DFSDDimensional×IVViShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeCSSD · 5.24% · $524 a year on $10k

Story of the three · RiskSmallest drop

CSSD, DFSD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.5

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.52%+0.9%+1.6%+4.8%[…]−1.7%2.2%$7.4B1.9

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+2.9%[…][…][…][…][…]$70M2.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: CSSD 2025 · DFSD 2021 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Cohen & Steers Short Duration Preferred and Income Active ETF · $70M[…]

CSSD

IVV

iShares Core S&P 500 ETF · $872B$17,934

$10,000 three years ago, dividends reinvested · they hold 0.0% in common

CSSD

More Ways to See the Pairs

CSSD vs IVV: Top 5 Holdings

Today

CSSD

2.8%in top 5

IVV

in top 527.3%

CSSDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: CSSD, DFSD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFSD0.17%$17

CSSD0.49%$49

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

Yields: CSSD, DFSD, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

IVV

+2.9%Year to dateJan 1 → Nov 10+10.9%

[…]1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,934+21.5%

[…]5 years · per year$10,000 became […] · $17,414+11.7%

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

5.24%Trailing 12-mo yield$524 · $111 a year on $10k1.11%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.8%

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

1–2IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

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 common0.0%

End-of-day Nov 10, 2026 · share of each fund

CSSD vs IVV Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

IVViShares

+13.0%

past year

CSSDIVVFaded: behind in that period

0–1IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CSSD vs DFSD

YTD

CohenSteersCSSD

+2.9%

DFSDDimensional

+0.9%

+2.9%Year to date+0.9%

[…]Worst drop · 1Y−1.7%

[…]Volatility · 1Y2.2%

5.2%Yield4.5%

$69.6MAssets$7.4B

2–0CSSD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

DFSD4.52%$452

IVV1.11%$111

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$475most kept, CSSD

CSSD$524 − $49 = $475

DFSD$452 − $17 = $435

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSSD, DFSD, IVV

Today

0.0%most shared, CSSD and IVV

CSSDDFSDIVV

CSSD—[…]0.0%

DFSD[…]—[…]

IVV0.0%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%IVV, at 13.8% volatility

DFSDWorst drop−1.7%2.2% vol

IVVWorst drop−8.9%13.8% vol

CSSDWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDIVV

+2.9%Year to date+10.9%

5.2%Yield1.1%

[…]Past year+13.0%

0.49%Fee0.03%

2–1IVV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CSSD, DFSD and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three