Compare · 4 funds side by side · dividends reinvested

CSSD, IVV, SPYM and AGG

CSSDCohenSteers×IVViShares×SPYMSPDR×AGGiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,408SPYM · best of the four

Story of the four · IncomeMost incomeCSSD · 5.25% · $525 a year on $10k

Story of the four · RiskSmallest drop

CSSD, IVV, SPYM and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B2.0

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$186B2.0

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.18%−1.4%−1.3%+4.3%−0.4%−4.6%4.2%$137B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$70M2.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSSD 2025 · IVV 2000 · SPYM 2005 · 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

More Ways to See the Pairs

CSSD vs AGG: Top 5 Holdings

Today

CSSD

2.7%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%RF-PFnot top 5

0.4%MTB-PJnot top 5

Cost, Income and Risk

Fees: CSSD, IVV, SPYM, AGG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

AGG0.03%$3

CSSD0.49%$49

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

BND vs AGG

YTD

VanguardBND

−1.3%

AGGiShares

−1.4%

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

AGG

iShares Core U.S. Aggregate Bond ETF · $137B$9,806

$10,000 five years ago, dividends reinvested

CSSDMeasureAGG

+2.8%Year to dateJan 1 → Nov 12−1.4%

[…]1 yearTotal return−1.3%

[…]3 years · per year$10,000 became […] · $11,347+4.3%

[…]5 years · per year$10,000 became […] · $9,806−0.4%

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

5.25%Trailing 12-mo yield$525 · $418 a year on $10k4.18%

[…]Worst dropSmaller is better−4.6%

[…]VolatilityLower is calmer4.2%

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

2–1CSSD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

CSSD vs AGG Returns, Every Period

1Y

CohenSteersCSSD

[…]

past year

AGGiShares

−1.3%

past year

CSSDAGGFaded: behind in that period

1–0CSSD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CSSD vs AGG

YTD

CohenSteersCSSD

+2.8%

AGGiShares

−1.4%

+2.8%Year to date−1.4%

[…]Worst drop · 1Y−4.6%

[…]Volatility · 1Y4.2%

5.2%Yield4.2%

$69.6MAssets$137B

2–0CSSD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSSD, IVV, SPYM, AGG

1Y

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

AGG4.18%$418

IVV1.10%$110

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$476most kept, CSSD

CSSD$525 − $49 = $476

AGG$418 − $3 = $415

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSSD, IVV, SPYM, AGG

Today

99.9%most shared, IVV and SPYM

CSSDIVVSPYMAGG

CSSD—0.0%0.0%[…]

IVV0.0%—99.9%[…]

SPYM0.0%99.9%—[…]

AGG[…][…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+12.2%IVV, at 13.7% volatility

AGGWorst drop−4.6%4.2% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

CSSDWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDIVV

+2.8%Year to date+12.0%

5.2%Yield1.1%

[…]Past year+12.2%

0.49%Fee0.03%

2–1IVV wins

End-of-day Nov 12, 2026

−1.3%Year to date−1.4%

4.2%Yield4.2%

$161BAssets$137B

1–0BND wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

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CSSD, IVV, SPYM and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four