Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, AGG and BND

CSSDCohenSteers×CSPFCohenSteers×AGGiShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$9,974BND · best of the four

02 / 04

CSSD, CSPF, AGG and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M2.0

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.80%+2.0%+2.6%[…][…]−3.2%4.1%$402M2.0

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

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.3

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 · CSPF 2025 · AGG 2003 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. Aggregate Bond ETF · $139B$9,970

AGG

CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF · $402M[…]

$10,000 five years ago, dividends reinvested

AGGMeasureCSPF

−0.0%Year to dateJan 1 → Nov 6+2.0%

+0.7%1 yearTotal return+2.6%

+5.2%3 years · per year$10,000 became $11,649 · […][…]

−0.1%5 years · per year$10,000 became $9,970 · […][…]

0.03%Expense ratio$3 · $59 a year on $10k · lower is better0.59%

4.12%Trailing 12-mo yield$412 · $580 a year on $10k5.80%

−4.6%Worst dropSmaller is better−3.2%

4.1%VolatilityLower is calmer4.1%

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

1–4CSPF wins

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

More Ways to See the Pairs

AGG vs CSPF: Top 5 Holdings

Today

AGG

[…]in top 5

CSPF

in top 52.1%

AGGStockCSPF

not top 5BAC-PN0.5%

not top 5MS-PQ0.4%

not top 5PRS0.4%

not top 5ALL-PH0.4%

not top 5NBS.L0.3%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

AGG vs CSPF Returns, Every Period

iSharesAGG

+0.7%

past year

CSPFCohenSteers

+2.6%

past year

AGGCSPFFaded: behind in that period

0–2CSPF wins

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

Bonds vs Income: AGG vs CSPF

YTD

iSharesAGG

−0.0%

CSPFCohenSteers

+2.0%

−0.0%Year to date+2.0%

−4.6%Worst drop · 1Y−3.2%

4.1%Volatility · 1Y4.1%

4.1%Yield5.8%

$139BAssets$402M

3–0CSPF wins

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

Cost, Income and Risk

Fees: CSSD, CSPF, AGG, BND

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BND0.03%$3

CSSD0.49%$49

CSPF0.59%$59

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

Yields: CSSD, CSPF, AGG, BND

5.80%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.80%$580

CSSD5.25%$525

AGG4.12%$412

BND4.12%$412

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

Income After Fees on $10,000

$521most kept, CSPF

CSPF$580 − $59 = $521

CSSD$525 − $49 = $476

AGG$412 − $3 = $409

BND$412 − $3 = $409

KeptFee

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

Overlap: CSSD, CSPF, AGG, BND

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFAGGBND

CSSD—1.8%[…][…]

CSPF1.8%—[…][…]

AGG[…][…]—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+2.6%CSPF, at 4.1% volatility

BNDWorst drop−4.5%4.0% vol

AGGWorst drop−4.6%4.1% vol

CSPFWorst drop−3.2%4.1% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSPFCSSD

+2.0%Year to date+2.8%

5.8%Yield5.2%

+2.6%Past year[…]

0.59%Fee0.49%

2–1CSSD 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026