Compare · 4 funds side by side · dividends reinvested

CSSD, DFSD, VTI and SGOV

CSSDCohenSteers×DFSDDimensional×VTIVanguard×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,697VTI · best of the four

02 / 04

CSSD, DFSD, VTI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.9

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%$117B2.1

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 · VTI 2001 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSD

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,091

$10,000 five years ago, dividends reinvested

DFSDMeasureSGOV

+1.2%Year to dateJan 1 → Nov 9+3.2%

+1.9%1 yearTotal return+3.8%

+5.0%3 years · per year$10,000 became $11,584 · $11,417+4.5%

[…]5 years · per year$10,000 became […] · $12,091+3.9%

0.17%Expense ratio$17 · $9 a year on $10k · lower is better0.09%

4.50%Trailing 12-mo yield$450 · $363 a year on $10k3.63%

−1.7%Worst dropSmaller is better0.0%

2.1%VolatilityLower is calmer0.2%

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

2–5SGOV wins

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

More Ways to See the Pairs

DFSD vs SGOV: Top 5 Holdings

Today

DFSD

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFSD vs SGOV Returns, Every Period

DimensionalDFSD

+1.9%

past year

SGOViShares

+3.8%

past year

DFSDSGOVFaded: behind in that period

1–2SGOV wins

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

DFSD vs CSSD

YTD

DimensionalDFSD

+1.2%

CSSDCohenSteers

+3.4%

+1.2%Year to date+3.4%

−1.7%Worst drop · 1Y[…]

2.1%Volatility · 1Y[…]

4.5%Yield5.2%

$7.4BAssets$69.5M

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, DFSD, VTI, SGOV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$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, VTI, SGOV

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

DFSD4.50%$450

SGOV3.63%$363

VTI1.06%$106

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

VTI$106 − $3 = $103

KeptFee

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

Overlap: CSSD, DFSD, VTI, SGOV

Today

0.0%most shared, CSSD and VTI

CSSDDFSDVTISGOV

CSSD—[…]0.0%[…]

DFSD[…]—[…][…]

VTI0.0%[…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+13.9%VTI, at 13.9% volatility

SGOVWorst drop0.0%0.2% vol

DFSDWorst drop−1.7%2.1% vol

VTIWorst drop−8.9%13.9% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDVTI

+3.4%Year to date+11.6%

5.2%Yield1.1%

[…]Past year+13.9%

0.49%Fee0.03%

2–1VTI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026