Compare · 4 funds side by side · dividends reinvested

CSSD, DFSD, IVV and QQQ

CSSDCohenSteers×DFSDDimensional×IVViShares×QQQInvesco×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,068QQQ · best of the four

02 / 04

CSSD, DFSD, IVV and QQQ, 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%$853B1.8

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+1.9%+5.0%[…]−1.7%2.1%$7.4B2.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.4

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 · DFSD 2021 · IVV 2000 · QQQ 1999

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, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFSD0.17%$17

QQQ0.18%$18

CSSD0.49%$49

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

Yields: CSSD, DFSD, IVV, QQQ

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

DFSD4.50%$450

IVV1.11%$111

QQQ0.46%$46

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

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

DFSD$450 − $17 = $433

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

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

Overlap: CSSD, DFSD, IVV, QQQ

Today

52.4%most shared, IVV and QQQ

CSSDDFSDIVVQQQ

CSSD—[…]0.0%0.0%

DFSD[…]—[…][…]

IVV0.0%[…]—52.4%

QQQ0.0%[…]52.4%—

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

IVVWorst drop−8.9%13.8% vol

QQQWorst drop−14.8%21.5% 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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

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$853B

0–0level

End-of-day Nov 9, 2026