Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, VIG and BND

CSSDCohenSteers×CSPFCohenSteers×VIGVanguard×BNDVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$16,669VIG · best of the four

02 / 04

CSSD, CSPF, VIG and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.80%+2.0%+2.6%[…][…]−3.2%4.1%$402M2.2

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$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 6, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · VIG 2006 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Preferred and Income Opportunities Active ETF · $402M[…]

CSPF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

CSPFMeasureVIG

+2.0%Year to dateJan 1 → Nov 6+12.1%

+2.6%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.59%Expense ratio$59 · $4 a year on $10k · lower is better0.04%

5.80%Trailing 12-mo yield$580 · $150 a year on $10k1.50%

−3.2%Worst dropSmaller is better−7.9%

4.1%VolatilityLower is calmer10.8%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSPF vs VIG: Top 5 Holdings

Today

CSPF

2.1%in top 5

VIG

in top 522.1%

CSPFStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.5%BAC-PNnot top 5

0.4%MS-PQnot top 5

0.4%PRSnot top 5

0.4%ALL-PHnot top 5

0.3%NBS.Lnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CSPF vs VIG Returns, Every Period

CohenSteersCSPF

+2.6%

past year

VIGVanguard

+14.3%

past year

CSPFVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: CSPF vs CSSD

YTD

CohenSteersCSPF

+2.0%

CSSDCohenSteers

+2.8%

+2.0%Year to date+2.8%

−3.2%Worst drop · 1Y[…]

4.1%Volatility · 1Y[…]

5.8%Yield5.2%

$402MAssets$69.5M

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, CSPF, VIG, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VIG0.04%$4

CSSD0.49%$49

CSPF0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, CSPF, VIG, BND

5.80%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.80%$580

CSSD5.25%$525

BND4.12%$412

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$521most kept, CSPF

CSPF$580 − $59 = $521

CSSD$525 − $49 = $476

BND$412 − $3 = $409

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSSD, CSPF, VIG, BND

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFVIGBND

CSSD—1.8%0.0%[…]

CSPF1.8%—0.0%[…]

VIG0.0%0.0%—[…]

BND[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+14.3%VIG, at 10.8% volatility

BNDWorst drop−4.5%4.0% vol

CSPFWorst drop−3.2%4.1% vol

VIGWorst drop−7.9%10.8% vol

CSSDWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSPFVIG

+2.0%Year to date+12.1%

5.8%Yield1.5%

+2.6%Past year+14.3%

0.59%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026