Compare · 3 funds side by side · dividends reinvested

CSSD, DGRO and VYM

CSSDCohenSteers×DGROiShares×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,002VYM · best of the three

02 / 04

CSSD, DGRO and VYM, 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%$44.9B1.5

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.3

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 · DGRO 2014 · VYM 2006

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 · $44.9B$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

Bonds vs Income: CSSD vs VYM

YTD

CohenSteersCSSD

+2.7%

VYMVanguard

+13.3%

+2.7%Year to date+13.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y10.6%

5.3%Yield2.3%

$69.5MAssets$78.9B

1–1level

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

Cost, Income and Risk

Fees: CSSD, DGRO, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

DGRO0.08%$8

CSSD0.49%$49

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

Yields: CSSD, DGRO, VYM

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

VYM2.30%$230

DGRO1.86%$186

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

VYM$230 − $4 = $226

DGRO$186 − $8 = $178

KeptFee

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

Overlap: CSSD, DGRO, VYM

Today

61.8%most shared, DGRO and VYM

CSSDDGROVYM

CSSD—0.0%0.0%

DGRO0.0%—61.8%

VYM0.0%61.8%—

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

Return vs Bumpiness: 3 ETFs

+21.2%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

VYMWorst drop−6.7%10.6% 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 Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026