Compare · 4 funds side by side · dividends reinvested

CSSD, DFSD, QQQ and SPY

CSSDCohenSteers×DFSDDimensional×QQQInvesco×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,509QQQ · best of the four

02 / 04

CSSD, DFSD, QQQ and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.8

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+2.0%+5.0%[…]−1.7%2.1%$7.4B2.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$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 6, 2026 · returns include dividends · since: CSSD 2025 · DFSD 2021 · QQQ 1999 · SPY 1993

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

+2.8%Year to dateJan 1 → Nov 6+1.2%

[…]1 yearTotal return+2.0%

[…]3 years · per year$10,000 became […] · $11,573+5.0%

[…]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 6, 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 6, 2026 · share of each fund

CSSD vs DFSD Returns, Every Period

CohenSteersCSSD

[…]

past year

DFSDDimensional

+2.0%

past year

CSSDDFSDFaded: behind in that period

1–0CSSD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSSD vs DFSD

YTD

CohenSteersCSSD

+2.8%

DFSDDimensional

+1.2%

+2.8%Year to date+1.2%

[…]Worst drop · 1Y−1.7%

[…]Volatility · 1Y2.1%

5.2%Yield4.5%

$69.5MAssets$7.4B

2–0CSSD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, DFSD, QQQ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFSD0.17%$17

QQQ0.18%$18

CSSD0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, DFSD, QQQ, SPY

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

DFSD4.50%$450

SPY1.03%$103

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

DFSD$450 − $17 = $433

SPY$103 − $9 = $94

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSSD, DFSD, QQQ, SPY

Today

52.1%most shared, QQQ and SPY

CSSDDFSDQQQSPY

CSSD—[…]0.0%0.0%

DFSD[…]—[…][…]

QQQ0.0%[…]—52.1%

SPY0.0%[…]52.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.7%SPY, at 13.6% volatility

DFSDWorst drop−1.7%2.1% vol

SPYWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

CSSDWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSPY

+2.8%Year to date+8.7%

5.2%Yield1.0%

[…]Past year+9.7%

0.49%Fee0.09%

2–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

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

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026