Compare · 4 funds side by side · dividends reinvested

CSSD, SGOV, VTI and QQQ

CSSDCohenSteers×SGOViShares×VTIVanguard×QQQInvesco×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,068QQQ · best of the four

02 / 04

CSSD, SGOV, VTI and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.8

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%$116B2.4

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.4

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 · SGOV 2020 · VTI 2001 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

QQQ

Invesco QQQ Trust, Series 1 · $446B$18,068

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

CSSDMeasureQQQ

+3.4%Year to dateJan 1 → Nov 9+11.0%

[…]1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $19,011+23.9%

[…]5 years · per year$10,000 became […] · $18,068+12.6%

0.49%Expense ratio$49 · $18 a year on $10k · lower is better0.18%

5.22%Trailing 12-mo yield$522 · $46 a year on $10k0.46%

[…]Worst dropSmaller is better−14.8%

[…]VolatilityLower is calmer21.5%

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

1–2QQQ 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 QQQ: Top 5 Holdings

Today

CSSD

2.8%in top 5

QQQ

in top 531.4%

CSSDStockQQQ

not top 5AAPL8.5%

not top 5NVDA7.7%

not top 5MSFT6.7%

not top 5AMZN4.8%

not top 5MU3.7%

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 QQQ Returns, Every Period

CohenSteersCSSD

[…]

past year

QQQInvesco

+11.6%

past year

CSSDQQQFaded: behind in that period

0–1QQQ wins

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

CSSD vs SGOV

YTD

CohenSteersCSSD

+3.4%

SGOViShares

+3.2%

+3.4%Year to date+3.2%

[…]Worst drop · 1Y+0.0%

[…]Volatility · 1Y0.2%

5.2%Yield3.6%

$69.5MAssets$116B

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, SGOV, VTI, QQQ

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SGOV0.09%$9

QQQ0.18%$18

CSSD0.49%$49

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

Yields: CSSD, SGOV, VTI, QQQ

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

SGOV3.63%$363

VTI1.06%$106

QQQ0.46%$46

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

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

SGOV$363 − $9 = $354

VTI$106 − $3 = $103

QQQ$46 − $18 = $28

KeptFee

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

Overlap: CSSD, SGOV, VTI, QQQ

Today

49.9%most shared, VTI and QQQ

CSSDSGOVVTIQQQ

CSSD—[…]0.0%0.0%

SGOV[…]—[…][…]

VTI0.0%[…]—49.9%

QQQ0.0%[…]49.9%—

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

Return vs Bumpiness: 4 ETFs

+13.9%VTI, at 13.9% volatility

SGOVWorst drop0.0%0.2% vol

VTIWorst drop−8.9%13.9% vol

QQQWorst drop−14.8%21.5% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDVTI

+3.4%Year to date+11.6%

5.2%Yield1.1%

[…]Past year+13.9%

0.49%Fee0.03%

2–1VTI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026