Compare · 3 funds side by side · dividends reinvested

CSSD, DFSD and SPY

CSSDCohenSteers×DFSDDimensional×SPYSPDR×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,118SPY · best of the three

02 / 04

CSSD, DFSD and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.5

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+1.9%+5.0%[…]−1.7%2.1%$7.4B1.9

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSSD 2025 · DFSD 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

DFSD

Dimensional - Short Duration Fixed Income ETF · $7.4B[…]

$10,000 five years ago, dividends reinvested

CSSDMeasureDFSD

+3.4%Year to dateJan 1 → Nov 9+1.2%

[…]1 yearTotal return+1.9%

[…]3 years · per year$10,000 became […] · $11,584+5.0%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $17 a year on $10k · lower is better0.17%

5.22%Trailing 12-mo yield$522 · $450 a year on $10k4.50%

[…]Worst dropSmaller is better−1.7%

[…]VolatilityLower is calmer2.1%

CSSDDFSD 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 DFSD: Top 5 Holdings

Today

CSSD

2.8%in top 5

DFSD

in top 5[…]

CSSDStockDFSD

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 DFSD Returns, Every Period

CohenSteersCSSD

[…]

past year

DFSDDimensional

+1.9%

past year

CSSDDFSDFaded: behind in that period

1–0CSSD wins

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

CSSD vs DFSD

YTD

CohenSteersCSSD

+3.4%

DFSDDimensional

+1.2%

+3.4%Year to date+1.2%

[…]Worst drop · 1Y−1.7%

[…]Volatility · 1Y2.1%

5.2%Yield4.5%

$69.5MAssets$7.4B

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, DFSD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFSD0.17%$17

CSSD0.49%$49

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

Yields: CSSD, DFSD, SPY

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

DFSD4.50%$450

SPY1.01%$101

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

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

DFSD$450 − $17 = $433

SPY$101 − $9 = $92

KeptFee

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

Overlap: CSSD, DFSD, SPY

Today

0.0%most shared, CSSD and SPY

CSSDDFSDSPY

CSSD—[…]0.0%

DFSD[…]—[…]

SPY0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPY, at 13.7% volatility

DFSDWorst drop−1.7%2.1% vol

SPYWorst drop−8.9%13.7% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDSPY

+3.4%Year to date+11.2%

5.2%Yield1.0%

[…]Past year+13.5%

0.49%Fee0.09%

2–1SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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