Compare · 3 funds side by side · dividends reinvested

CSSD, SGOV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

CSSD, SGOV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.5

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.6

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$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 6, 2026 · returns include dividends · since: CSSD 2025 · SGOV 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,118

SPY

CSSD

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

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

SPYMeasureCSSD

+8.7%Year to dateJan 1 → Nov 6+2.8%

+9.7%1 yearTotal return[…]

+21.7%3 years · per year$10,000 became $18,039 · […][…]

+11.3%5 years · per year$10,000 became $17,118 · […][…]

0.09%Expense ratio$9 · $49 a year on $10k · lower is better0.49%

1.03%Trailing 12-mo yield$103 · $525 a year on $10k5.25%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

2–1SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs CSSD: Top 5 Holdings

Today

SPY

27.8%in top 5

CSSD

in top 52.8%

SPYStockCSSD

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SPY vs CSSD Returns, Every Period

SPDRSPY

+9.7%

past year

CSSDCohenSteers

[…]

past year

SPYCSSDFaded: behind in that period

1–0SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Bonds: SPY vs CSSD

YTD

SPDRSPY

+8.7%

CSSDCohenSteers

+2.8%

+8.7%Year to date+2.8%

−8.9%Worst drop · 1Y[…]

13.6%Volatility · 1Y[…]

1.0%Yield5.2%

$819BAssets$69.5M

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SGOV, SPY

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

SPY0.09%$9

CSSD0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, SGOV, SPY

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

SGOV3.63%$363

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

SGOV$363 − $9 = $354

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSSD, SGOV, SPY

Today

0.0%most shared, CSSD and SPY

CSSDSGOVSPY

CSSD—[…]0.0%

SGOV[…]—[…]

SPY0.0%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%SPY, at 13.6% volatility

SGOVWorst drop0.0%0.2% vol

SPYWorst drop−8.9%13.6% vol

CSSDWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSPY

+2.8%Year to date+8.7%

5.2%Yield1.0%

[…]Past year+9.7%

0.49%Fee0.09%

2–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026