Compare · 3 funds side by side · dividends reinvested

CSSD, DFSD and VTI

CSSDCohenSteers×DFSDDimensional×VTIVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,332VTI · best of the three

02 / 04

CSSD, DFSD and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B1.5

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.3%+2.1%+5.2%[…]−1.7%2.1%$7.4B1.9

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 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSSDMeasureVTI

+2.7%Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $18,113+21.9%

[…]5 years · per year$10,000 became […] · $16,332+10.3%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

5.25%Trailing 12-mo yield$525 · $110 a year on $10k1.10%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

1–2VTI 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 VTI: Top 5 Holdings

Today

CSSD

2.8%in top 5

VTI

in top 525.0%

CSSDStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

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 common0.0%

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

CSSD vs VTI Returns, Every Period

CohenSteersCSSD

[…]

past year

VTIVanguard

+9.9%

past year

CSSDVTIFaded: behind in that period

0–1VTI 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, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

DFSD0.17%$17

CSSD0.49%$49

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

Yields: CSSD, DFSD, VTI

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

DFSD4.50%$450

VTI1.10%$110

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

VTI$110 − $3 = $107

KeptFee

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

Overlap: CSSD, DFSD, VTI

Today

0.0%most shared, CSSD and VTI

CSSDDFSDVTI

CSSD—[…]0.0%

DFSD[…]—[…]

VTI0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

DFSDWorst drop−1.7%2.1% vol

VTIWorst drop−8.9%13.7% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDVTI

+2.7%Year to date+8.4%

5.3%Yield1.1%

[…]Past year+9.9%

0.49%Fee0.03%

2–1VTI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026