Compare · 3 funds side by side · dividends reinvested

CSSD, DFSD and QQQ

CSSDCohenSteers×DFSDDimensional×QQQInvesco×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,352QQQ · best of the three

02 / 04

CSSD, DFSD and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B1.6

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.3%+2.1%+5.2%[…]−1.7%2.1%$7.4B1.7

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.0

Rank among the three1st → 3rdFee, 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 · 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

+1.3%Year to dateJan 1 → Nov 5+2.7%

+2.1%1 yearTotal return[…]

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

[…]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 · $525 a year on $10k5.25%

−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 5, 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 5, 2026 · share of each fund

DFSD vs CSSD Returns, Every Period

DimensionalDFSD

+2.1%

past year

CSSDCohenSteers

[…]

past year

DFSDCSSDFaded: behind in that period

0–1CSSD 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, QQQ

Today

0.17%lowest, DFSD

FundExpense ratioFee$10k

DFSD0.17%$17

QQQ0.18%$18

CSSD0.49%$49

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

Yields: CSSD, DFSD, QQQ

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

DFSD4.50%$450

QQQ0.48%$48

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

QQQ$48 − $18 = $30

KeptFee

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

Overlap: CSSD, DFSD, QQQ

Today

0.0%most shared, CSSD and QQQ

CSSDDFSDQQQ

CSSD—[…]0.0%

DFSD[…]—[…]

QQQ0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+5.0%QQQ, at 21.3% volatility

DFSDWorst drop−1.7%2.1% vol

QQQWorst drop−14.8%21.3% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDQQQ

+2.7%Year to date+5.7%

5.3%Yield0.5%

[…]Past year+5.0%

0.49%Fee0.18%

2–1QQQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

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

$33.2BAssets$465B

2–0QQQ wins

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