Compare · 4 funds side by side · dividends reinvested

CSSD, IUSB, AGG and BND

CSSDCohenSteers×IUSBiShares×AGGiShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$10,142IUSB · best of the four

02 / 04

CSSD, IUSB, AGG and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.2%+0.6%+6.0%+0.3%−4.3%3.9%$50.3B1.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.5

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B2.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · IUSB 2014 · 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$10,267

CSSD

BND

Vanguard Total Bond Market ETF · $161B$10,007

$10,000 since Jan 1, dividends reinvested

CSSDMeasureBND

+2.7%Year to dateJan 1 → Nov 5+0.1%

[…]1 yearTotal return+0.4%

[…]3 years · per year$10,000 became […] · $11,761+5.6%

[…]5 years · per year$10,000 became […] · $9,983−0.0%

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

5.25%Trailing 12-mo yield$525 · $412 a year on $10k4.12%

[…]Worst dropSmaller is better−4.5%

[…]VolatilityLower is calmer4.0%

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

2–1CSSD wins

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

More Ways to See the Pairs

CSSD vs BND: Top 5 Holdings

Today

CSSD

2.8%in top 5

BND

in top 5[…]

CSSDStockBND

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 5, 2026 · share of each fund

CSSD vs BND Returns, Every Period

CohenSteersCSSD

[…]

past year

BNDVanguard

+0.4%

past year

CSSDBNDFaded: behind in that period

1–0CSSD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CSSD vs IUSB

YTD

CohenSteersCSSD

+2.7%

IUSBiShares

+0.2%

+2.7%Year to date+0.2%

[…]Worst drop · 1Y−4.3%

[…]Volatility · 1Y3.9%

5.3%Yield4.3%

$68.6MAssets$50.3B

2–0CSSD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, IUSB, AGG, BND

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BND0.03%$3

IUSB0.06%$6

CSSD0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSSD, IUSB, AGG, BND

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

IUSB4.33%$433

AGG4.12%$412

BND4.12%$412

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

IUSB$433 − $6 = $427

AGG$412 − $3 = $409

BND$412 − $3 = $409

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSSD, IUSB, AGG, BND

Today

[…]holdings […]

CSSDIUSBAGGBND

CSSD—[…][…][…]

IUSB[…]—[…][…]

AGG[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+0.6%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

BNDWorst drop−4.5%4.0% vol

AGGWorst drop−4.6%4.1% vol

CSSDWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDIUSB

+2.7%Year to date+0.2%

5.3%Yield4.3%

[…]Past year+0.6%

0.49%Fee0.06%

2–1CSSD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026