Compare · 4 funds side by side · dividends reinvested

CSSD, DGRO, VIG and SGOV

CSSDCohenSteers×DGROiShares×VIGVanguard×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941DGRO · best of the four

02 / 04

CSSD, DGRO, VIG and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.4

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M3.0

Rank among the four1st → 4thFee, 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 · DGRO 2014 · VIG 2006 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

DGRO

iShares Core Dividend Growth ETF · $46.1B$16,941

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

CSSDMeasureDGRO

+2.7%Year to dateJan 1 → Nov 5+17.2%

[…]1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,770+21.1%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

0.49%Expense ratio$49 · $8 a year on $10k · lower is better0.08%

5.25%Trailing 12-mo yield$525 · $186 a year on $10k1.86%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer10.2%

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

1–2DGRO 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 DGRO: Top 5 Holdings

Today

CSSD

2.8%in top 5

DGRO

in top 514.9%

CSSDStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

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 DGRO Returns, Every Period

CohenSteersCSSD

[…]

past year

DGROiShares

+21.2%

past year

CSSDDGROFaded: behind in that period

0–1DGRO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CSSD vs SGOV

YTD

CohenSteersCSSD

+2.7%

SGOViShares

+3.1%

+2.7%Year to date+3.1%

[…]Worst drop · 1Y+0.0%

[…]Volatility · 1Y0.2%

5.3%Yield3.6%

$68.6MAssets$117B

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, DGRO, VIG, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

SGOV0.09%$9

CSSD0.49%$49

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

Yields: CSSD, DGRO, VIG, SGOV

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

SGOV3.63%$363

DGRO1.86%$186

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

SGOV$363 − $9 = $354

DGRO$186 − $8 = $178

VIG$149 − $4 = $145

KeptFee

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

Overlap: CSSD, DGRO, VIG, SGOV

Today

68.5%most shared, DGRO and VIG

CSSDDGROVIGSGOV

CSSD—0.0%0.0%[…]

DGRO0.0%—68.5%[…]

VIG0.0%68.5%—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+21.2%DGRO, at 10.2% volatility

SGOVWorst drop0.0%0.2% vol

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDDGRO

+2.7%Year to date+17.2%

5.3%Yield1.9%

[…]Past year+21.2%

0.49%Fee0.08%

2–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL 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