Compare · 4 funds side by side · dividends reinvested

CSSD, AGG, IUSB and BND

CSSDCohenSteers×AGGiShares×IUSBiShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$10,113IUSB · best of the four

02 / 04

CSSD, AGG, IUSB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%−0.0%+0.5%+5.9%+0.2%−4.3%3.9%$50.3B1.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B2.5

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.13%−0.2%+0.3%+5.5%−0.1%−4.6%4.1%$139B2.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSSD 2025 · AGG 2003 · IUSB 2014 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

BND

Vanguard Total Bond Market ETF · $161B$9,950

$10,000 five years ago, dividends reinvested

CSSDMeasureBND

+3.0%Year to dateJan 1 → Nov 4−0.1%

[…]1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,733+5.5%

[…]5 years · per year$10,000 became […] · $9,950−0.1%

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

5.24%Trailing 12-mo yield$524 · $413 a year on $10k4.13%

[…]Worst dropSmaller is better−4.5%

[…]VolatilityLower is calmer4.0%

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

2–1CSSD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs BND: Top 5 Holdings

Today

CSSD

2.7%in top 5

BND

in top 5[…]

CSSDStockBND

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.3%RF-PFnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CSSD vs BND Returns, Every Period

CohenSteersCSSD

[…]

past year

BNDVanguard

+0.3%

past year

CSSDBNDFaded: behind in that period

1–0CSSD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSSD vs IUSB

YTD

CohenSteersCSSD

+3.0%

IUSBiShares

−0.0%

+3.0%Year to date−0.0%

[…]Worst drop · 1Y−4.3%

[…]Volatility · 1Y3.9%

5.2%Yield4.3%

$68.6MAssets$50.3B

2–0CSSD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, AGG, IUSB, BND

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BND0.03%$3

IUSB0.06%$6

CSSD0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSSD, AGG, IUSB, BND

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

IUSB4.34%$434

AGG4.13%$413

BND4.13%$413

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

IUSB$434 − $6 = $428

AGG$413 − $3 = $410

BND$413 − $3 = $410

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSSD, AGG, IUSB, BND

Today

[…]holdings […]

CSSDAGGIUSBBND

CSSD—[…][…][…]

AGG[…]—[…][…]

IUSB[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+0.5%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

BNDWorst drop−4.5%4.0% vol

AGGWorst drop−4.6%4.1% vol

CSSDWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDIUSB

+3.0%Year to date−0.0%

5.2%Yield4.3%

[…]Past year+0.5%

0.49%Fee0.06%

2–1CSSD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026