Compare · 4 funds side by side · dividends reinvested

CSSD, DFSD, IVV and SPY

CSSDCohenSteers×DFSDDimensional×IVViShares×SPYSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,530IVV · best of the four

Story of the four · IncomeMost incomeCSSD · 5.24% · $524 a year on $10k

Story of the four · RiskSmallest drop

CSSD, DFSD, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B2.3

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.52%+0.8%+1.5%+4.8%[…]−1.7%2.2%$7.4B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$70M2.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: CSSD 2025 · DFSD 2021 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $872B$17,530

IVV

More Ways to See the Pairs

IVV vs SPY: Top 5 Holdings

Today

IVV

26.9%in top 5

SPY

in top 526.9%

IVVStockSPY

7.8%AAPL7.8%

6.3%NVDA6.3%

6.1%MSFT6.1%

4.1%AMZN4.1%

2.6%

Cost, Income and Risk

Fees: CSSD, DFSD, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DFSD0.17%$17

CSSD0.49%$49

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPY

State Street SPDR S&P 500 ETF · $792B$17,481

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

IVVMeasureSPY

+12.3%Year to dateJan 1 → Nov 11+12.3%

+12.7%1 yearTotal return+12.7%

+21.9%3 years · per year$10,000 became $18,122 · $18,083+21.8%

+11.9%5 years · per year$10,000 became $17,530 · $17,481+11.8%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.10%Trailing 12-mo yield$110 · $100 a year on $10k1.00%

−8.9%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.7%

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

4–0IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOGL

2.6%

Held in common99.9%

End-of-day Nov 11, 2026 · share of each fund

IVV vs SPY Returns, Every Period

5Y

iSharesIVV

+11.9%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

IVVSPYFaded: behind in that period

2–0IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs CSSD

YTD

iSharesIVV

+12.3%

CSSDCohenSteers

+3.0%

+12.3%Year to date+3.0%

−8.9%Worst drop · 1Y[…]

13.7%Volatility · 1Y[…]

1.1%Yield5.2%

$872BAssets$69.6M

1–1level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CSSD, DFSD, IVV, SPY

1Y

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

DFSD4.52%$452

IVV1.10%$110

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$475most kept, CSSD

CSSD$524 − $49 = $475

DFSD$452 − $17 = $435

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSSD, DFSD, IVV, SPY

Today

99.9%most shared, IVV and SPY

CSSDDFSDIVVSPY

CSSD—[…]0.0%0.0%

DFSD[…]—[…][…]

IVV0.0%[…]—99.9%

SPY0.0%[…]99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+12.7%IVV, at 13.7% volatility

DFSDWorst drop−1.7%2.2% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

CSSDWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDIVV

+3.0%Year to date+12.3%

5.2%Yield1.1%

[…]Past year+12.7%

0.49%Fee0.03%

2–1IVV wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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CSSD, DFSD, IVV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four