Compare · 4 funds side by side · dividends reinvested

CSSD, DFSD, IVV and SPYM

CSSDCohenSteers×DFSDDimensional×IVViShares×SPYMSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,164SPYM · best of the four

02 / 04

CSSD, DFSD, IVV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

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%$887B2.3

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.3%+2.1%+5.2%[…]−1.7%2.1%$7.4B2.4

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

DFSD

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

$10,000 five years ago, dividends reinvested

CSSDMeasureDFSD

+2.7%Year to dateJan 1 → Nov 5+1.3%

[…]1 yearTotal return+2.1%

[…]3 years · per year$10,000 became […] · $11,637+5.2%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $17 a year on $10k · lower is better0.17%

5.25%Trailing 12-mo yield$525 · $450 a year on $10k4.50%

[…]Worst dropSmaller is better−1.7%

[…]VolatilityLower is calmer2.1%

CSSDDFSD 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 DFSD: Top 5 Holdings

Today

CSSD

2.8%in top 5

DFSD

in top 5[…]

CSSDStockDFSD

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common[…]

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

CSSD vs DFSD Returns, Every Period

CohenSteersCSSD

[…]

past year

DFSDDimensional

+2.1%

past year

CSSDDFSDFaded: behind in that period

1–0CSSD wins

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

CSSD vs DFSD

YTD

CohenSteersCSSD

+2.7%

DFSDDimensional

+1.3%

+2.7%Year to date+1.3%

[…]Worst drop · 1Y−1.7%

[…]Volatility · 1Y2.1%

5.3%Yield4.5%

$68.6MAssets$7.4B

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, DFSD, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

DFSD0.17%$17

CSSD0.49%$49

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

Yields: CSSD, DFSD, IVV, SPYM

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

DFSD4.50%$450

IVV1.14%$114

SPYM1.06%$106

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

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

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

Overlap: CSSD, DFSD, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

CSSDDFSDIVVSPYM

CSSD—[…]0.0%0.0%

DFSD[…]—[…][…]

IVV0.0%[…]—99.9%

SPYM0.0%[…]99.9%—

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

Return vs Bumpiness: 4 ETFs

+9.8%SPYM, at 13.6% volatility

DFSDWorst drop−1.7%2.1% vol

SPYMWorst drop−8.9%13.6% 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

CSSDSPYM

+2.7%Year to date+8.4%

5.3%Yield1.1%

[…]Past year+9.8%

0.49%Fee0.02%

2–1SPYM 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

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026