Compare · 2 funds side by side · dividends reinvested

AGG and CSSD

AGGiShares×CSSDCohenSteers×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,975AGG · best of the two

02 / 03

AGG and CSSD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$139B1.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M1.3

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. Aggregate Bond ETF · $139B$9,975

AGG

CSSD

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

$10,000 five years ago, dividends reinvested

AGGMeasureCSSD

+0.1%Year to dateJan 1 → Nov 5+2.7%

+0.5%1 yearTotal return[…]

+5.6%3 years · per year$10,000 became $11,786 · […][…]

−0.0%5 years · per year$10,000 became $9,975 · […][…]

0.03%Expense ratio$3 · $49 a year on $10k · lower is better0.49%

4.12%Trailing 12-mo yield$412 · $525 a year on $10k5.25%

−4.6%Worst dropSmaller is better[…]

4.1%VolatilityLower is calmer[…]

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

1–2CSSD wins

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

More Ways to See the Pairs

AGG vs CSSD: Top 5 Holdings

Today

AGG

[…]in top 5

CSSD

in top 52.8%

AGGStockCSSD

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

AGG vs CSSD Returns, Every Period

iSharesAGG

+0.5%

past year

CSSDCohenSteers

[…]

past year

AGGCSSDFaded: behind in that period

0–1CSSD wins

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

AGG vs CSSD

YTD

iSharesAGG

+0.1%

CSSDCohenSteers

+2.7%

+0.1%Year to date+2.7%

−4.6%Worst drop · 1Y[…]

4.1%Volatility · 1Y[…]

4.1%Yield5.3%

$139BAssets$68.6M

2–0CSSD wins

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

Cost, Income and Risk

Fees: AGG, CSSD

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

CSSD0.49%$49

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

Yields: AGG, CSSD

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

AGG4.12%$412

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

AGG$412 − $3 = $409

KeptFee

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

Overlap: AGG, CSSD

Today

[…]holdings […]

AGGCSSD

AGG—[…]

CSSD[…]—

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

Return vs Bumpiness: 2 ETFs

+0.5%AGG, at 4.1% volatility

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

CSSDAGG

+2.7%Year to date+0.1%

5.3%Yield4.1%

[…]Past year+0.5%

0.49%Fee0.03%

2–1CSSD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

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