Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, DGRO and AGG

CSSDCohenSteers×CSPFCohenSteers×DGROiShares×AGGiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

CSSD, CSPF, DGRO and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.72%+3.4%+4.2%[…][…]−3.2%4.4%$419M2.0

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B2.0

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.6%4.1%$139B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · DGRO 2014 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF · $419M[…]

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

CSSDMeasureCSPF

+3.4%Year to dateJan 1 → Nov 9+3.4%

[…]1 yearTotal return+4.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $59 a year on $10k · lower is better0.59%

5.22%Trailing 12-mo yield$522 · $572 a year on $10k5.72%

[…]Worst dropSmaller is better−3.2%

[…]VolatilityLower is calmer4.4%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs CSPF: Top 5 Holdings

Today

CSSD

2.8%in top 5

CSPF

in top 52.1%

CSSDStockCSPF

0.9%RZCnot top 5

0.8%APOSnot top 5

not top 5BAC-PN0.5%

not top 5MS-PQ0.5%

not top 5PRS0.4%

0.4%AQNBnot top 5

not top 5ALL-PH0.4%

not top 5AHL-PE0.4%

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common1.8%

End-of-day Nov 9, 2026 · share of each fund

CSSD vs CSPF Returns, Every Period

CohenSteersCSSD

[…]

past year

CSPFCohenSteers

+4.2%

past year

CSSDCSPFFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CSSD vs CSPF

YTD

CohenSteersCSSD

+3.4%

CSPFCohenSteers

+3.4%

+3.4%Year to date+3.4%

[…]Worst drop · 1Y−3.2%

[…]Volatility · 1Y4.4%

5.2%Yield5.7%

$69.5MAssets$419M

1–0CSPF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, CSPF, DGRO, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

DGRO0.08%$8

CSSD0.49%$49

CSPF0.59%$59

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, CSPF, DGRO, AGG

5.72%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.72%$572

CSSD5.22%$522

AGG4.12%$412

DGRO1.84%$184

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$513most kept, CSPF

CSPF$572 − $59 = $513

CSSD$522 − $49 = $473

AGG$412 − $3 = $409

DGRO$184 − $8 = $176

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSSD, CSPF, DGRO, AGG

Today

1.8%most shared, CSSD and CSPF

CSSDCSPFDGROAGG

CSSD—1.8%0.0%[…]

CSPF1.8%—0.0%[…]

DGRO0.0%0.0%—[…]

AGG[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

AGGWorst drop−4.6%4.1% vol

CSPFWorst drop−3.2%4.4% vol

DGROWorst drop−6.5%10.3% vol

CSSDWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSPFDGRO

+3.4%Year to date+18.8%

5.7%Yield1.8%

+4.2%Past year+22.9%

0.59%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 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 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026