Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, SGOV and VIG

CSSDCohenSteers×CSPFCohenSteers×SGOViShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,331VIG · best of the four

02 / 04

CSSD, CSPF, SGOV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.7

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.81%+1.9%+2.6%[…][…]−3.2%4.1%$402M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · SGOV 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CSPF

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

CSPFMeasureSGOV

+1.9%Year to dateJan 1 → Nov 5+3.1%

+2.6%1 yearTotal return+3.7%

[…]3 years · per year$10,000 became […] · $11,417+4.5%

[…]5 years · per year$10,000 became […] · $12,086+3.9%

0.59%Expense ratio$59 · $9 a year on $10k · lower is better0.09%

5.81%Trailing 12-mo yield$581 · $363 a year on $10k3.63%

−3.2%Worst dropSmaller is better0.0%

4.1%VolatilityLower is calmer0.2%

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

1–5SGOV wins

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

More Ways to See the Pairs

CSPF vs SGOV: Top 5 Holdings

Today

CSPF

2.0%in top 5

SGOV

in top 5[…]

CSPFStockSGOV

0.5%MS-PQnot top 5

0.4%PRSnot top 5

0.4%BAC-PNnot top 5

0.4%NBS.Lnot top 5

0.3%APOSnot top 5

Held in common[…]

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

CSPF vs SGOV Returns, Every Period

CohenSteersCSPF

+2.6%

past year

SGOViShares

+3.7%

past year

CSPFSGOVFaded: behind in that period

0–2SGOV wins

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

Income vs Bonds: CSPF vs CSSD

YTD

CohenSteersCSPF

+1.9%

CSSDCohenSteers

+2.7%

+1.9%Year to date+2.7%

−3.2%Worst drop · 1Y[…]

4.1%Volatility · 1Y[…]

5.8%Yield5.3%

$402MAssets$69.5M

1–1level

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

Cost, Income and Risk

Fees: CSSD, CSPF, SGOV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

CSSD0.49%$49

CSPF0.59%$59

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

Yields: CSSD, CSPF, SGOV, VIG

5.81%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.81%$581

CSSD5.25%$525

SGOV3.63%$363

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$522most kept, CSPF

CSPF$581 − $59 = $522

CSSD$525 − $49 = $476

SGOV$363 − $9 = $354

VIG$149 − $4 = $145

KeptFee

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

Overlap: CSSD, CSPF, SGOV, VIG

Today

1.9%most shared, CSSD and CSPF

CSSDCSPFSGOVVIG

CSSD—1.9%[…]0.0%

CSPF1.9%—[…]0.0%

SGOV[…][…]—[…]

VIG0.0%0.0%[…]—

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

Return vs Bumpiness: 4 ETFs

+15.2%VIG, at 10.8% volatility

SGOVWorst drop0.0%0.2% vol

CSPFWorst drop−3.2%4.1% vol

VIGWorst drop−7.9%10.8% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSPFVIG

+1.9%Year to date+12.5%

5.8%Yield1.5%

+2.6%Past year+15.2%

0.59%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026