Compare · 4 funds side by side · dividends reinvested

CSSD, SPY, AGG and IVV

CSSDCohenSteers×SPYSPDR×AGGiShares×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

CSSD, SPY, AGG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B2.3

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%$819B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$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 6, 2026 · returns include dividends · since: CSSD 2025 · SPY 1993 · AGG 2003 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

SPY

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

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

CSSDMeasureSPY

+2.8%Year to dateJan 1 → Nov 6+8.7%

[…]1 yearTotal return+9.7%

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

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

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

5.25%Trailing 12-mo yield$525 · $103 a year on $10k1.03%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

1–2SPY wins

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

More Ways to See the Pairs

CSSD vs SPY: Top 5 Holdings

Today

CSSD

2.8%in top 5

SPY

in top 527.8%

CSSDStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

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 6, 2026 · share of each fund

CSSD vs SPY Returns, Every Period

CohenSteersCSSD

[…]

past year

SPYSPDR

+9.7%

past year

CSSDSPYFaded: behind in that period

0–1SPY wins

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

CSSD vs AGG

YTD

CohenSteersCSSD

+2.8%

AGGiShares

−0.0%

+2.8%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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SPY, AGG, IVV

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

IVV0.03%$3

SPY0.09%$9

CSSD0.49%$49

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

Yields: CSSD, SPY, AGG, IVV

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

AGG4.12%$412

IVV1.14%$114

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

AGG$412 − $3 = $409

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: CSSD, SPY, AGG, IVV

Today

99.9%most shared, SPY and IVV

CSSDSPYAGGIVV

CSSD—0.0%[…]0.0%

SPY0.0%—[…]99.9%

AGG[…][…]—[…]

IVV0.0%99.9%[…]—

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

Return vs Bumpiness: 4 ETFs

+9.8%IVV, at 13.6% volatility

AGGWorst drop−4.6%4.1% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst 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

CSSDIVV

+2.8%Year to date+8.7%

5.2%Yield1.1%

[…]Past year+9.8%

0.49%Fee0.03%

2–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026