Compare · 4 funds side by side · dividends reinvested

CSSD, IVV, VCIT and VOO

CSSDCohenSteers×IVViShares×VCITVanguard×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,118IVV · best of the four

02 / 04

CSSD, IVV, VCIT and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.03%−0.9%+0.1%+7.2%+0.9%−4.9%4.5%$66.6B2.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$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 4, 2026 · returns include dividends · since: CSSD 2025 · IVV 2000 · VCIT 2009 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 94.5% in common

IVVMeasureVOO

+13.4%Year to dateJan 1 → Nov 4+13.4%

+13.5%1 yearTotal return+13.5%

+24.2%3 years · per year$10,000 became $19,178 · $19,172+24.2%

+12.6%5 years · per year$10,000 became $18,118 · $18,115+12.6%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.09%Trailing 12-mo yield$109 · $105 a year on $10k1.05%

−8.9%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer12.8%

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

1–1Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs VOO: Top 5 Holdings

Today

IVV

27.3%in top 5

VOO

in top 528.3%

IVVStockVOO

7.7%NVDA8.4%

7.4%AAPL7.4%

5.9%MSFT5.8%

3.8%AMZN3.7%

2.5%GOOGL3.1%

Held in common94.5%

End-of-day Nov 4, 2026 · share of each fund

IVV vs VOO Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

IVVVOOFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs CSSD

YTD

iSharesIVV

+13.4%

CSSDCohenSteers

+3.0%

+13.4%Year to date+3.0%

−8.9%Worst drop · 1Y[…]

12.9%Volatility · 1Y[…]

1.1%Yield5.2%

$887BAssets$68.6M

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, IVV, VCIT, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VCIT0.03%$3

VOO0.03%$3

CSSD0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSSD, IVV, VCIT, VOO

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

VCIT5.03%$503

IVV1.09%$109

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$500most kept, VCIT

VCIT$503 − $3 = $500

CSSD$524 − $49 = $475

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSSD, IVV, VCIT, VOO

Today

94.5%most shared, IVV and VOO

CSSDIVVVCITVOO

CSSD—0.0%[…]0.0%

IVV0.0%—[…]94.5%

VCIT[…][…]—[…]

VOO0.0%94.5%[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.5%IVV, at 12.9% volatility

VCITWorst drop−4.9%4.5% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

CSSDWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDIVV

+3.0%Year to date+13.4%

5.2%Yield1.1%

[…]Past year+13.5%

0.49%Fee0.03%

2–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026