Compare · 4 funds side by side · dividends reinvested

CSSD, QQQ, IVV and BND

CSSDCohenSteers×QQQInvesco×IVViShares×BNDVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,694QQQ · best of the four

02 / 04

CSSD, QQQ, IVV and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

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

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M2.7

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 · QQQ 1999 · IVV 2000 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

IVV

iShares Core S&P 500 ETF · $853B$17,177

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

CSSDMeasureIVV

+2.8%Year to dateJan 1 → Nov 6+8.7%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

5.25%Trailing 12-mo yield$525 · $114 a year on $10k1.14%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

1–2IVV wins

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

More Ways to See the Pairs

CSSD vs IVV: Top 5 Holdings

Today

CSSD

2.8%in top 5

IVV

in top 527.8%

CSSDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

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 6, 2026 · share of each fund

CSSD vs IVV Returns, Every Period

CohenSteersCSSD

[…]

past year

IVViShares

+9.8%

past year

CSSDIVVFaded: behind in that period

0–1IVV wins

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

CSSD vs BND

YTD

CohenSteersCSSD

+2.8%

BNDVanguard

−0.0%

+2.8%Year to date−0.0%

[…]Worst drop · 1Y−4.5%

[…]Volatility · 1Y4.0%

5.2%Yield4.1%

$69.5MAssets$161B

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, QQQ, IVV, BND

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BND0.03%$3

QQQ0.18%$18

CSSD0.49%$49

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

Yields: CSSD, QQQ, IVV, BND

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

BND4.12%$412

IVV1.14%$114

QQQ0.47%$47

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

BND$412 − $3 = $409

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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

Overlap: CSSD, QQQ, IVV, BND

Today

52.1%most shared, QQQ and IVV

CSSDQQQIVVBND

CSSD—0.0%0.0%[…]

QQQ0.0%—52.1%[…]

IVV0.0%52.1%—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.8%IVV, at 13.6% volatility

BNDWorst drop−4.5%4.0% vol

IVVWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDIVV

+2.8%Year to date+8.7%

5.2%Yield1.1%

[…]Past year+9.8%

0.49%Fee0.03%

2–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM 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