Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, AGG and BND

CSSDCohenSteers×CSPFCohenSteers×AGGiShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$9,985BND · best of the four

02 / 04

CSSD, CSPF, AGG and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.72%+3.4%+4.2%[…][…]−3.2%4.4%$419M1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.1

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%$139B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.3

Rank among the four1st → 4thFee, 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 · CSPF 2025 · AGG 2003 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Cohen & Steers Short Duration Preferred and Income Active ETF · $69M$10,342

CSSD

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$10,002

$10,000 since Jan 1, dividends reinvested

CSSDMeasureAGG

+3.4%Year to dateJan 1 → Nov 9+0.0%

[…]1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,583+5.0%

[…]5 years · per year$10,000 became […] · $9,979−0.0%

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

5.22%Trailing 12-mo yield$522 · $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

Bonds vs Income: CSSD vs CSPF

YTD

CohenSteersCSSD

+3.4%

CSPFCohenSteers

+3.4%

+3.4%Year to date+3.4%

[…]Worst drop · 1Y−3.2%

[…]Volatility · 1Y4.4%

5.2%Yield5.7%

$69.5MAssets$419M

1–0CSPF wins

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

Cost, Income and Risk

Fees: CSSD, CSPF, AGG, BND

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BND0.03%$3

CSSD0.49%$49

CSPF0.59%$59

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

Yields: CSSD, CSPF, AGG, BND

5.72%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.72%$572

CSSD5.22%$522

AGG4.12%$412

BND4.12%$412

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

Income After Fees on $10,000

$513most kept, CSPF

CSPF$572 − $59 = $513

CSSD$522 − $49 = $473

AGG$412 − $3 = $409

BND$412 − $3 = $409

KeptFee

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

Overlap: CSSD, CSPF, AGG, BND

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFAGGBND

CSSD—1.8%[…][…]

CSPF1.8%—[…][…]

AGG[…][…]—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+4.2%CSPF, at 4.4% volatility

BNDWorst drop−4.5%4.0% vol

AGGWorst drop−4.6%4.1% vol

CSPFWorst drop−3.2%4.4% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSPFCSSD

+3.4%Year to date+3.4%

5.7%Yield5.2%

+4.2%Past year[…]

0.59%Fee0.49%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026