Compare · 3 funds side by side · dividends reinvested

CSSD, DGRO and AGG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,075DGRO · best of the three

Story of the three · IncomeMost incomeCSSD · 5.24% · $524 a year on $10k

Story of the three · RiskSmallest drop

CSSD, DGRO and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.7B1.6

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.6%−0.2%−4.6%4.1%$138B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+2.9%[…][…][…][…][…]$70M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CSSD 2025 · DGRO 2014 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Cohen & Steers Short Duration Preferred and Income Active ETF · $70M[…]

CSSD

AGG

iShares Core U.S. Aggregate Bond ETF · $138B$9,888

$10,000 five years ago, dividends reinvested

CSSDMeasure

More Ways to See the Pairs

CSSD vs AGG: Top 5 Holdings

Today

CSSD

2.8%in top 5

AGG

in top 5[…]

CSSDStockAGG

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

Cost, Income and Risk

Fees: CSSD, DGRO, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

DGRO0.08%$8

CSSD0.49%$49

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

Yields: CSSD, DGRO, AGG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

AGG

+2.9%Year to dateJan 1 → Nov 10−0.7%

[…]1 yearTotal return−0.4%

[…]3 years · per year$10,000 became […] · $11,429+4.6%

[…]5 years · per year$10,000 became […] · $9,888−0.2%

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

5.24%Trailing 12-mo yield$524 · $415 a year on $10k4.15%

[…]Worst dropSmaller is better−4.6%

[…]VolatilityLower is calmer4.1%

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

2–1CSSD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

CSSD vs AGG Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

AGGiShares

−0.4%

past year

CSSDAGGFaded: behind in that period

1–0CSSD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CSSD vs AGG

YTD

CohenSteersCSSD

+2.9%

AGGiShares

−0.7%

+2.9%Year to date−0.7%

[…]Worst drop · 1Y−4.6%

[…]Volatility · 1Y4.1%

5.2%Yield4.2%

$69.6MAssets$138B

2–0CSSD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

AGG4.15%$415

DGRO1.83%$183

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$475most kept, CSSD

CSSD$524 − $49 = $475

AGG$415 − $3 = $412

DGRO$183 − $8 = $175

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSSD, DGRO, AGG

Today

0.0%most shared, CSSD and DGRO

CSSDDGROAGG

CSSD—0.0%[…]

DGRO0.0%—[…]

AGG[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.8%DGRO, at 10.3% volatility

AGGWorst drop−4.6%4.1% vol

DGROWorst drop−6.5%10.3% vol

CSSDWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDDGRO

+2.9%Year to date+19.1%

5.2%Yield1.8%

[…]Past year+22.8%

0.49%Fee0.08%

2–1DGRO wins

End-of-day Nov 10, 2026

−0.7%

4.1%Yield4.2%

$161BAssets$138B

1–0AGG wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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CSSD, DGRO and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three