Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, DGRO and VYM

CSSDCohenSteers×CSPFCohenSteers×DGROiShares×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941VYM · best of the four

02 / 04

CSSD, CSPF, DGRO and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.9

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B2.1

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.80%+2.0%+2.6%[…][…]−3.2%4.1%$402M2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$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 6, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · DGRO 2014 · VYM 2006

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 · $402M[…]

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

CSSDMeasureCSPF

+2.8%Year to dateJan 1 → Nov 6+2.0%

[…]1 yearTotal return+2.6%

[…]3 years · per year[…]

[…]5 years · per year[…]

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

5.25%Trailing 12-mo yield$525 · $580 a year on $10k5.80%

[…]Worst dropSmaller is better−3.2%

[…]VolatilityLower is calmer4.1%

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

2–1CSSD wins

End-of-day Nov 6, 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-PQ0.4%

not top 5PRS0.4%

0.4%AQNBnot top 5

not top 5ALL-PH0.4%

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

not top 5NBS.L0.3%

Held in common1.8%

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

CSSD vs CSPF Returns, Every Period

CohenSteersCSSD

[…]

past year

CSPFCohenSteers

+2.6%

past year

CSSDCSPFFaded: behind in that period

1–0CSSD wins

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

Bonds vs Income: CSSD vs CSPF

YTD

CohenSteersCSSD

+2.8%

CSPFCohenSteers

+2.0%

+2.8%Year to date+2.0%

[…]Worst drop · 1Y−3.2%

[…]Volatility · 1Y4.1%

5.2%Yield5.8%

$69.5MAssets$402M

1–1level

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

Cost, Income and Risk

Fees: CSSD, CSPF, DGRO, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

DGRO0.08%$8

CSSD0.49%$49

CSPF0.59%$59

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

Yields: CSSD, CSPF, DGRO, VYM

5.80%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.80%$580

CSSD5.25%$525

VYM2.31%$231

DGRO1.87%$187

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

VYM$231 − $4 = $227

DGRO$187 − $8 = $179

KeptFee

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

Overlap: CSSD, CSPF, DGRO, VYM

Today

61.3%most shared, DGRO and VYM

CSSDCSPFDGROVYM

CSSD—1.8%0.0%0.0%

CSPF1.8%—0.0%0.0%

DGRO0.0%0.0%—61.3%

VYM0.0%0.0%61.3%—

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

Return vs Bumpiness: 4 ETFs

+20.3%DGRO, at 10.2% volatility

CSPFWorst drop−3.2%4.1% vol

DGROWorst drop−6.5%10.2% vol

VYMWorst drop−6.7%10.6% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSPFDGRO

+2.0%Year to date+16.6%

5.8%Yield1.9%

+2.6%Past year+20.3%

0.59%Fee0.08%

3–1DGRO 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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