Compare · 4 funds side by side · dividends reinvested

CSSD, DFSD, IVV and BNDX

CSSDCohenSteers×DFSDDimensional×IVViShares×BNDXVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

CSSD, DFSD, IVV and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.9

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+1.9%+5.0%[…]−1.7%2.1%$7.4B2.1

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.3

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.63%+1.0%+0.4%+4.4%+0.5%−3.2%3.8%$82.9B2.5

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 · DFSD 2021 · IVV 2000 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Short Duration Fixed Income ETF · $7.4B[…]

DFSD

CSSD

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

$10,000 five years ago, dividends reinvested

DFSDMeasureCSSD

+1.2%Year to dateJan 1 → Nov 9+3.4%

+1.9%1 yearTotal return[…]

+5.0%3 years · per year$10,000 became $11,584 · […][…]

[…]5 years · per year[…]

0.17%Expense ratio$17 · $49 a year on $10k · lower is better0.49%

4.50%Trailing 12-mo yield$450 · $522 a year on $10k5.22%

−1.7%Worst dropSmaller is better[…]

2.1%VolatilityLower is calmer[…]

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

1–2CSSD wins

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

More Ways to See the Pairs

DFSD vs CSSD: Top 5 Holdings

Today

DFSD

[…]in top 5

CSSD

in top 52.8%

DFSDStockCSSD

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common[…]

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

DFSD vs CSSD Returns, Every Period

DimensionalDFSD

+1.9%

past year

CSSDCohenSteers

[…]

past year

DFSDCSSDFaded: behind in that period

0–1CSSD wins

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

DFSD vs CSSD

YTD

DimensionalDFSD

+1.2%

CSSDCohenSteers

+3.4%

+1.2%Year to date+3.4%

−1.7%Worst drop · 1Y[…]

2.1%Volatility · 1Y[…]

4.5%Yield5.2%

$7.4BAssets$69.5M

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, DFSD, IVV, BNDX

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BNDX0.07%$7

DFSD0.17%$17

CSSD0.49%$49

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

Yields: CSSD, DFSD, IVV, BNDX

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

BNDX4.63%$463

DFSD4.50%$450

IVV1.11%$111

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

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

BNDX$463 − $7 = $456

DFSD$450 − $17 = $433

IVV$111 − $3 = $108

KeptFee

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

Overlap: CSSD, DFSD, IVV, BNDX

Today

0.0%most shared, CSSD and IVV

CSSDDFSDIVVBNDX

CSSD—[…]0.0%[…]

DFSD[…]—[…][…]

IVV0.0%[…]—[…]

BNDX[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

DFSDWorst drop−1.7%2.1% vol

BNDXWorst drop−3.2%3.8% vol

IVVWorst drop−8.9%13.8% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDIVV

+3.4%Year to date+11.3%

5.2%Yield1.1%

[…]Past year+13.6%

0.49%Fee0.03%

2–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026