Compare · 4 funds side by side · dividends reinvested

CSSD, DGRO, VIG and BND

CSSDCohenSteers×DGROiShares×VIGVanguard×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

CSSD, DGRO, VIG and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSSD 2025 · DGRO 2014 · VIG 2006 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $44.7B$16,835

DGRO

BND

Vanguard Total Bond Market ETF · $161B$9,974

$10,000 five years ago, dividends reinvested

DGROMeasureBND

+16.6%Year to dateJan 1 → Nov 6−0.0%

+20.3%1 yearTotal return+0.6%

+20.7%3 years · per year$10,000 became $17,593 · $11,637+5.2%

+11.0%5 years · per year$10,000 became $16,835 · $9,974−0.1%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.87%Trailing 12-mo yield$187 · $412 a year on $10k4.12%

−6.5%Worst dropSmaller is better−4.5%

10.2%VolatilityLower is calmer4.0%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DGRO vs BND: Top 5 Holdings

Today

DGRO

15.0%in top 5

BND

in top 5[…]

DGROStockBND

3.2%MSFTnot top 5

3.1%AAPLnot top 5

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

DGRO vs BND Returns, Every Period

iSharesDGRO

+11.0%

5 years, per year

BNDVanguard

−0.1%

5 years, per year

DGROBNDFaded: behind in that period

4–0DGRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: DGRO vs CSSD

YTD

iSharesDGRO

+16.6%

CSSDCohenSteers

+2.8%

+16.6%Year to date+2.8%

−6.5%Worst drop · 1Y[…]

10.2%Volatility · 1Y[…]

1.9%Yield5.2%

$44.7BAssets$69.5M

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, DGRO, VIG, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VIG0.04%$4

DGRO0.08%$8

CSSD0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, DGRO, VIG, BND

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

BND4.12%$412

DGRO1.87%$187

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

BND$412 − $3 = $409

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSSD, DGRO, VIG, BND

Today

68.1%most shared, DGRO and VIG

CSSDDGROVIGBND

CSSD—0.0%0.0%[…]

DGRO0.0%—68.1%[…]

VIG0.0%68.1%—[…]

BND[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.3%DGRO, at 10.2% volatility

BNDWorst drop−4.5%4.0% vol

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

CSSDWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDDGRO

+2.8%Year to date+16.6%

5.2%Yield1.9%

[…]Past year+20.3%

0.49%Fee0.08%

2–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026