Compare · 4 funds side by side · dividends reinvested

CSSD, DFSD, IVV and SGOV

CSSDCohenSteers×DFSDDimensional×IVViShares×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

CSSD, DFSD, IVV and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.9

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%$117B2.0

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.3%+2.1%+5.2%[…]−1.7%2.1%$7.4B2.6

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 · DFSD 2021 · IVV 2000 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSD

SGOV

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

$10,000 five years ago, dividends reinvested

DFSDMeasureSGOV

+1.3%Year to dateJan 1 → Nov 5+3.1%

+2.1%1 yearTotal return+3.7%

+5.2%3 years · per year$10,000 became $11,637 · $11,417+4.5%

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

0.17%Expense ratio$17 · $9 a year on $10k · lower is better0.09%

4.50%Trailing 12-mo yield$450 · $363 a year on $10k3.63%

−1.7%Worst dropSmaller is better0.0%

2.1%VolatilityLower is calmer0.2%

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

2–5SGOV wins

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

More Ways to See the Pairs

DFSD vs SGOV: Top 5 Holdings

Today

DFSD

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFSD vs SGOV Returns, Every Period

DimensionalDFSD

+2.1%

past year

SGOViShares

+3.7%

past year

DFSDSGOVFaded: behind in that period

1–2SGOV wins

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

DFSD vs CSSD

YTD

DimensionalDFSD

+1.3%

CSSDCohenSteers

+2.7%

+1.3%Year to date+2.7%

−1.7%Worst drop · 1Y[…]

2.1%Volatility · 1Y[…]

4.5%Yield5.3%

$7.4BAssets$68.6M

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, DFSD, IVV, SGOV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SGOV0.09%$9

DFSD0.17%$17

CSSD0.49%$49

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

Yields: CSSD, DFSD, IVV, SGOV

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

DFSD4.50%$450

SGOV3.63%$363

IVV1.14%$114

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

DFSD$450 − $17 = $433

SGOV$363 − $9 = $354

IVV$114 − $3 = $111

KeptFee

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

Overlap: CSSD, DFSD, IVV, SGOV

Today

0.0%most shared, CSSD and IVV

CSSDDFSDIVVSGOV

CSSD—[…]0.0%[…]

DFSD[…]—[…][…]

IVV0.0%[…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.7%IVV, at 13.6% volatility

SGOVWorst drop0.0%0.2% vol

DFSDWorst drop−1.7%2.1% vol

IVVWorst drop−8.9%13.6% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDIVV

+2.7%Year to date+8.4%

5.3%Yield1.1%

[…]Past year+9.7%

0.49%Fee0.03%

2–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM 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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026