Compare · 4 funds side by side · dividends reinvested

CSSD, DFSD, VOO and SGOV

CSSDCohenSteers×DFSDDimensional×VOOVanguard×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

CSSD, DFSD, VOO and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.9

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$116B2.1

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.3

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+1.9%+5.0%[…]−1.7%2.1%$7.4B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSSD 2025 · DFSD 2021 · VOO 2010 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

SGOV

iShares 0-3 Month Treasury Bond ETF · $116B$12,091

$10,000 five years ago, dividends reinvested

VOOMeasureSGOV

+11.3%Year to dateJan 1 → Nov 9+3.2%

+13.6%1 yearTotal return+3.8%

+22.0%3 years · per year$10,000 became $18,159 · $11,417+4.5%

+11.9%5 years · per year$10,000 became $17,543 · $12,091+3.9%

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

1.07%Trailing 12-mo yield$107 · $363 a year on $10k3.63%

−8.9%Worst dropSmaller is better0.0%

13.7%VolatilityLower is calmer0.2%

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

5–3VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs SGOV: Top 5 Holdings

Today

VOO

28.3%in top 5

SGOV

in top 5[…]

VOOStockSGOV

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

VOO vs SGOV Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

SGOViShares

+3.9%

5 years, per year

VOOSGOVFaded: behind in that period

4–0VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Bonds: VOO vs CSSD

YTD

VanguardVOO

+11.3%

CSSDCohenSteers

+3.4%

+11.3%Year to date+3.4%

−8.9%Worst drop · 1Y[…]

13.7%Volatility · 1Y[…]

1.1%Yield5.2%

$1.00TAssets$69.5M

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, DFSD, VOO, SGOV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SGOV0.09%$9

DFSD0.17%$17

CSSD0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, DFSD, VOO, SGOV

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

DFSD4.50%$450

SGOV3.63%$363

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

DFSD$450 − $17 = $433

SGOV$363 − $9 = $354

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSSD, DFSD, VOO, SGOV

Today

0.0%most shared, CSSD and VOO

CSSDDFSDVOOSGOV

CSSD—[…]0.0%[…]

DFSD[…]—[…][…]

VOO0.0%[…]—[…]

SGOV[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%VOO, at 13.7% volatility

SGOVWorst drop0.0%0.2% vol

DFSDWorst drop−1.7%2.1% vol

VOOWorst drop−8.9%13.7% vol

CSSDWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDVOO

+3.4%Year to date+11.3%

5.2%Yield1.1%

[…]Past year+13.6%

0.49%Fee0.03%

2–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026