Compare · 4 funds side by side · dividends reinvested

CSSD, SCHD, AGG and VYM

CSSDCohenSteers×SCHDSchwab×AGGiShares×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

CSSD, SCHD, AGG and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.3

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.6%4.1%$139B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$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 9, 2026 · returns include dividends · since: CSSD 2025 · SCHD 2011 · AGG 2003 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,254

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

CSSDMeasureVYM

+3.4%Year to dateJan 1 → Nov 9+15.4%

[…]1 yearTotal return+19.5%

[…]3 years · per year$10,000 became […] · $17,150+19.7%

[…]5 years · per year$10,000 became […] · $17,254+11.5%

0.49%Expense ratio$49 · $4 a year on $10k · lower is better0.04%

5.22%Trailing 12-mo yield$522 · $226 a year on $10k2.26%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer10.8%

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

1–2VYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs VYM: Top 5 Holdings

Today

CSSD

2.8%in top 5

VYM

in top 518.2%

CSSDStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

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 9, 2026 · share of each fund

CSSD vs VYM Returns, Every Period

CohenSteersCSSD

[…]

past year

VYMVanguard

+19.5%

past year

CSSDVYMFaded: behind in that period

0–1VYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CSSD vs AGG

YTD

CohenSteersCSSD

+3.4%

AGGiShares

+0.0%

+3.4%Year to date+0.0%

[…]Worst drop · 1Y−4.6%

[…]Volatility · 1Y4.1%

5.2%Yield4.1%

$69.5MAssets$139B

2–0CSSD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SCHD, AGG, VYM

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

VYM0.04%$4

SCHD0.06%$6

CSSD0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, SCHD, AGG, VYM

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

AGG4.12%$412

SCHD2.96%$296

VYM2.26%$226

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

AGG$412 − $3 = $409

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSSD, SCHD, AGG, VYM

Today

21.9%most shared, SCHD and VYM

CSSDSCHDAGGVYM

CSSD—0.0%[…]0.0%

SCHD0.0%—[…]21.9%

AGG[…][…]—[…]

VYM0.0%21.9%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

AGGWorst drop−4.6%4.1% vol

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

CSSDWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCHD

+3.4%Year to date+33.2%

5.2%Yield3.0%

[…]Past year+39.1%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 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 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026