Compare · 3 funds side by side · dividends reinvested

CSSD, AGG and VOO

CSSDCohenSteers×AGGiShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

CSSD, AGG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

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%$139B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.0

Rank among the three1st → 3rdFee, 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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

AGG

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

$10,000 five years ago, dividends reinvested

CSSDMeasureAGG

+2.7%Year to dateJan 1 → Nov 5+0.1%

[…]1 yearTotal return+0.5%

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

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

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

5.25%Trailing 12-mo yield$525 · $412 a year on $10k4.12%

[…]Worst dropSmaller is better−4.6%

[…]VolatilityLower is calmer4.1%

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

2–1CSSD wins

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

More Ways to See the Pairs

CSSD vs AGG: Top 5 Holdings

Today

CSSD

2.8%in top 5

AGG

in top 5[…]

CSSDStockAGG

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common[…]

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

CSSD vs AGG Returns, Every Period

CohenSteersCSSD

[…]

past year

AGGiShares

+0.5%

past year

CSSDAGGFaded: behind in that period

1–0CSSD wins

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

CSSD vs AGG

YTD

CohenSteersCSSD

+2.7%

AGGiShares

+0.1%

+2.7%Year to date+0.1%

[…]Worst drop · 1Y−4.6%

[…]Volatility · 1Y4.1%

5.3%Yield4.1%

$69.5MAssets$139B

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, AGG, VOO

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

VOO0.03%$3

CSSD0.49%$49

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

Yields: CSSD, AGG, VOO

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

AGG4.12%$412

VOO1.10%$110

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

VOO$110 − $3 = $107

KeptFee

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

Overlap: CSSD, AGG, VOO

Today

0.0%most shared, CSSD and VOO

CSSDAGGVOO

CSSD—[…]0.0%

AGG[…]—[…]

VOO0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

AGGWorst drop−4.6%4.1% vol

VOOWorst drop−8.9%13.5% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDVOO

+2.7%Year to date+8.4%

5.3%Yield1.1%

[…]Past year+9.8%

0.49%Fee0.03%

2–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026