Compare · 4 funds side by side · dividends reinvested

CSSD, AGG, SCHD and BND

CSSDCohenSteers×AGGiShares×SCHDSchwab×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

CSSD, AGG, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B2.1

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.1

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%$139B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.3

Rank among the four1st → 4thFee, 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: CSSD 2025 · AGG 2003 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,375

SCHD

BND

Vanguard Total Bond Market ETF · $161B$9,983

$10,000 five years ago, dividends reinvested

SCHDMeasureBND

+32.3%Year to dateJan 1 → Nov 5+0.1%

+38.7%1 yearTotal return+0.4%

+20.3%3 years · per year$10,000 became $17,414 · $11,761+5.6%

+10.4%5 years · per year$10,000 became $16,375 · $9,983−0.0%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

2.98%Trailing 12-mo yield$298 · $412 a year on $10k4.12%

−6.9%Worst dropSmaller is better−4.5%

11.7%VolatilityLower is calmer4.0%

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

4–4Level

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

More Ways to See the Pairs

SCHD vs BND: Top 5 Holdings

Today

SCHD

21.7%in top 5

BND

in top 5[…]

SCHDStockBND

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

Held in common[…]

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

SCHD vs BND Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

SCHDBNDFaded: behind in that period

4–0SCHD wins

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

Income vs Bonds: SCHD vs CSSD

YTD

SchwabSCHD

+32.3%

CSSDCohenSteers

+2.7%

+32.3%Year to date+2.7%

−6.9%Worst drop · 1Y[…]

11.7%Volatility · 1Y[…]

3.0%Yield5.3%

$120BAssets$69.5M

1–1level

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

Cost, Income and Risk

Fees: CSSD, AGG, SCHD, BND

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BND0.03%$3

SCHD0.06%$6

CSSD0.49%$49

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

Yields: CSSD, AGG, SCHD, BND

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

AGG4.12%$412

BND4.12%$412

SCHD2.98%$298

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

BND$412 − $3 = $409

SCHD$298 − $6 = $292

KeptFee

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

Overlap: CSSD, AGG, SCHD, BND

Today

0.0%most shared, CSSD and SCHD

CSSDAGGSCHDBND

CSSD—[…]0.0%[…]

AGG[…]—[…][…]

SCHD0.0%[…]—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

BNDWorst drop−4.5%4.0% vol

AGGWorst drop−4.6%4.1% vol

SCHDWorst drop−6.9%11.7% vol

CSSDWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCHD

+2.7%Year to date+32.3%

5.3%Yield3.0%

[…]Past year+38.7%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026