Compare · 4 funds side by side · dividends reinvested

CSSD, AGG, SCHD and VCIT

CSSDCohenSteers×AGGiShares×SCHDSchwab×VCITVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

CSSD, AGG, SCHD and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$139B2.1

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.1

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.8%+0.4%+6.9%+1.0%−4.9%4.5%$66.6B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$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 6, 2026 · returns include dividends · since: CSSD 2025 · AGG 2003 · SCHD 2011 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,493

VCIT

CSSD

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

$10,000 five years ago, dividends reinvested

VCITMeasureCSSD

−0.8%Year to dateJan 1 → Nov 6+2.8%

+0.4%1 yearTotal return[…]

+6.9%3 years · per year$10,000 became $12,210 · […][…]

+1.0%5 years · per year$10,000 became $10,493 · […][…]

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

5.02%Trailing 12-mo yield$502 · $525 a year on $10k5.25%

−4.9%Worst dropSmaller is better[…]

4.5%VolatilityLower is calmer[…]

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

1–2CSSD wins

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

More Ways to See the Pairs

VCIT vs CSSD: Top 5 Holdings

Today

VCIT

[…]in top 5

CSSD

in top 52.8%

VCITStockCSSD

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 6, 2026 · share of each fund

VCIT vs CSSD Returns, Every Period

VanguardVCIT

+0.4%

past year

CSSDCohenSteers

[…]

past year

VCITCSSDFaded: behind in that period

0–1CSSD wins

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

VCIT vs CSSD

YTD

VanguardVCIT

−0.8%

CSSDCohenSteers

+2.8%

−0.8%Year to date+2.8%

−4.9%Worst drop · 1Y[…]

4.5%Volatility · 1Y[…]

5.0%Yield5.2%

$66.6BAssets$69.5M

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, AGG, SCHD, VCIT

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

VCIT0.03%$3

SCHD0.06%$6

CSSD0.49%$49

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

Yields: CSSD, AGG, SCHD, VCIT

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

VCIT5.02%$502

AGG4.12%$412

SCHD3.00%$300

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

CSSD$525 − $49 = $476

AGG$412 − $3 = $409

SCHD$300 − $6 = $294

KeptFee

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

Overlap: CSSD, AGG, SCHD, VCIT

Today

0.0%most shared, CSSD and SCHD

CSSDAGGSCHDVCIT

CSSD—[…]0.0%[…]

AGG[…]—[…][…]

SCHD0.0%[…]—[…]

VCIT[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

AGGWorst drop−4.6%4.1% vol

VCITWorst drop−4.9%4.5% vol

SCHDWorst drop−6.9%11.7% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDSCHD

+2.8%Year to date+31.4%

5.2%Yield3.0%

[…]Past year+37.0%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

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