Compare · 2 funds side by side · dividends reinvested

AGG and CSPF

AGGiShares×CSPFCohenSteers×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,970AGG · best of the two

02 / 04

AGG and CSPF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.80%+2.0%+2.6%[…][…]−3.2%4.1%$402M1.3

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B1.5

Rank among the two1st → 2ndFee, 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: AGG 2003 · CSPF 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. Aggregate Bond ETF · $139B$9,970

AGG

CSPF

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

$10,000 five years ago, dividends reinvested

AGGMeasureCSPF

−0.0%Year to dateJan 1 → Nov 6+2.0%

+0.7%1 yearTotal return+2.6%

+5.2%3 years · per year$10,000 became $11,649 · […][…]

−0.1%5 years · per year$10,000 became $9,970 · […][…]

0.03%Expense ratio$3 · $59 a year on $10k · lower is better0.59%

4.12%Trailing 12-mo yield$412 · $580 a year on $10k5.80%

−4.6%Worst dropSmaller is better−3.2%

4.1%VolatilityLower is calmer4.1%

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

1–4CSPF wins

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

More Ways to See the Pairs

AGG vs CSPF: Top 5 Holdings

Today

AGG

[…]in top 5

CSPF

in top 52.1%

AGGStockCSPF

not top 5BAC-PN0.5%

not top 5MS-PQ0.4%

not top 5PRS0.4%

not top 5ALL-PH0.4%

not top 5NBS.L0.3%

Held in common[…]

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

AGG vs CSPF Returns, Every Period

iSharesAGG

+0.7%

past year

CSPFCohenSteers

+2.6%

past year

AGGCSPFFaded: behind in that period

0–2CSPF wins

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

Bonds vs Income: AGG vs CSPF

YTD

iSharesAGG

−0.0%

CSPFCohenSteers

+2.0%

−0.0%Year to date+2.0%

−4.6%Worst drop · 1Y−3.2%

4.1%Volatility · 1Y4.1%

4.1%Yield5.8%

$139BAssets$402M

3–0CSPF wins

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

Cost, Income and Risk

Fees: AGG, CSPF

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

CSPF0.59%$59

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

Yields: AGG, CSPF

5.80%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.80%$580

AGG4.12%$412

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

Income After Fees on $10,000

$521most kept, CSPF

CSPF$580 − $59 = $521

AGG$412 − $3 = $409

KeptFee

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

Overlap: AGG, CSPF

Today

[…]holdings […]

AGGCSPF

AGG—[…]

CSPF[…]—

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

Return vs Bumpiness: 2 ETFs

+2.6%CSPF, at 4.1% volatility

AGGWorst drop−4.6%4.1% vol

CSPFWorst drop−3.2%4.1% vol

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

Paid More vs Made More

YTD

CSPFAGG

+2.0%Year to date−0.0%

5.8%Yield4.1%

+2.6%Past year+0.7%

0.59%Fee0.03%

3–1CSPF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026