Compare · 4 funds side by side · dividends reinvested

CSSD, AGG, IUSB and SGOV

CSSDCohenSteers×AGGiShares×IUSBiShares×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$12,086SGOV · best of the four

02 / 04

CSSD, AGG, IUSB and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.9

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%−0.0%+0.5%+5.9%+0.2%−4.3%3.9%$50.3B2.0

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M2.3

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%$139B2.8

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 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

CSSDMeasureSGOV

+3.0%Year to dateJan 1 → Nov 4+3.1%

[…]1 yearTotal return+3.7%

[…]3 years · per year$10,000 became […] · $11,419+4.5%

[…]5 years · per year$10,000 became […] · $12,086+3.9%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

5.24%Trailing 12-mo yield$524 · $363 a year on $10k3.63%

[…]Worst dropSmaller is better0.0%

[…]VolatilityLower is calmer0.2%

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

1–2SGOV 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 SGOV: Top 5 Holdings

Today

CSSD

2.7%in top 5

SGOV

in top 5[…]

CSSDStockSGOV

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 SGOV Returns, Every Period

CohenSteersCSSD

[…]

past year

SGOViShares

+3.7%

past year

CSSDSGOVFaded: behind in that period

0–1SGOV 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, SGOV

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

IUSB0.06%$6

SGOV0.09%$9

CSSD0.49%$49

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

Yields: CSSD, AGG, IUSB, SGOV

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

IUSB4.34%$434

AGG4.13%$413

SGOV3.63%$363

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

SGOV$363 − $9 = $354

KeptFee

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

Overlap: CSSD, AGG, IUSB, SGOV

Today

[…]holdings […]

CSSDAGGIUSBSGOV

CSSD—[…][…][…]

AGG[…]—[…][…]

IUSB[…][…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

IUSBWorst drop−4.3%3.9% 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

CSSDSGOV

+3.0%Year to date+3.1%

5.2%Yield3.6%

[…]Past year+3.7%

0.49%Fee0.09%

2–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

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