Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, DGRO and VIG

CSSDCohenSteers×SCMCSterling Capital×DGROiShares×VIGVanguard×

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, SCMC, DGRO and VIG, 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%$46.1B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1

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

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.8%[…][…][…][…][…]$261M3.3

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 · SCMC 2025 · DGRO 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

CSSDMeasureVIG

+2.7%Year to dateJan 1 → Nov 5+12.5%

[…]1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

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

5.25%Trailing 12-mo yield$525 · $149 a year on $10k1.49%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.8%

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

1–2VIG 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 VIG: Top 5 Holdings

Today

CSSD

2.8%in top 5

VIG

in top 522.1%

CSSDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 VIG Returns, Every Period

CohenSteersCSSD

[…]

past year

VIGVanguard

+15.2%

past year

CSSDVIGFaded: behind in that period

0–1VIG wins

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

Bonds vs Income: CSSD vs SCMC

YTD

CohenSteersCSSD

+2.7%

SCMCSterling Capital

+1.8%

+2.7%Year to date+1.8%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

5.3%Yield4.4%

$68.6MAssets$261M

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, SCMC, DGRO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

CSSD0.49%$49

SCMC0.55%$55

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

Yields: CSSD, SCMC, DGRO, VIG

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

SCMC4.39%$439

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

SCMC$439 − $55 = $384

DGRO$186 − $8 = $178

VIG$149 − $4 = $145

KeptFee

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

Overlap: CSSD, SCMC, DGRO, VIG

Today

68.5%most shared, DGRO and VIG

CSSDSCMCDGROVIG

CSSD—0.8%0.0%0.0%

SCMC0.8%—0.0%0.0%

DGRO0.0%0.0%—68.5%

VIG0.0%0.0%68.5%—

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

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

CSSDWorst drop[…][…]

SCMCWorst 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026