Compare · 4 funds side by side · dividends reinvested

CSSD, CSPF, VYM and DGRO

CSSDCohenSteers×CSPFCohenSteers×VYMVanguard×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,002VYM · best of the four

02 / 04

CSSD, CSPF, VYM and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$44.9B1.9

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B2.1

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.81%+1.9%+2.6%[…][…]−3.2%4.1%$402M2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$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 5, 2026 · returns include dividends · since: CSSD 2025 · CSPF 2025 · VYM 2006 · DGRO 2014

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 1.9% in common

CSSDMeasureCSPF

+2.7%Year to dateJan 1 → Nov 5+1.9%

[…]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 · $581 a year on $10k5.81%

[…]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 5, 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 52.0%

CSSDStockCSPF

0.9%RZCnot top 5

0.8%APOS0.3%

not top 5MS-PQ0.5%

not top 5PRS0.4%

0.4%AQNBnot top 5

not top 5BAC-PN0.4%

not top 5NBS.L0.4%

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common1.9%

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

Bonds vs Income: CSSD vs CSPF

YTD

CohenSteersCSSD

+2.7%

CSPFCohenSteers

+1.9%

+2.7%Year to date+1.9%

[…]Worst drop · 1Y−3.2%

[…]Volatility · 1Y4.1%

5.3%Yield5.8%

$69.5MAssets$402M

1–1level

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

Cost, Income and Risk

Fees: CSSD, CSPF, VYM, DGRO

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

DGRO0.08%$8

CSSD0.49%$49

CSPF0.59%$59

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

Yields: CSSD, CSPF, VYM, DGRO

5.81%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.81%$581

CSSD5.25%$525

VYM2.30%$230

DGRO1.86%$186

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

VYM$230 − $4 = $226

DGRO$186 − $8 = $178

KeptFee

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

Overlap: CSSD, CSPF, VYM, DGRO

Today

61.8%most shared, VYM and DGRO

CSSDCSPFVYMDGRO

CSSD—1.9%0.0%0.0%

CSPF1.9%—0.0%0.0%

VYM0.0%0.0%—61.8%

DGRO0.0%0.0%61.8%—

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

Return vs Bumpiness: 4 ETFs

+21.2%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 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSPFDGRO

+1.9%Year to date+17.2%

5.8%Yield1.9%

+2.6%Past year+21.2%

0.59%Fee0.08%

3–1DGRO 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026