Compare · 2 funds side by side · dividends reinvested

CSSD and SPY

CSSDCohenSteers×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 03

CSSD 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSSD 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$18,060

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

+13.3%Year to dateJan 1 → Nov 4+3.0%

+13.4%1 yearTotal return[…]

+24.1%3 years · per year$10,000 became $19,132 · […][…]

+12.6%5 years · per year$10,000 became $18,060 · […][…]

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

0.99%Trailing 12-mo yield$99 · $524 a year on $10k5.24%

−8.9%Worst dropSmaller is better[…]

12.9%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 4, 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

27.3%in top 5

CSSD

in top 52.7%

SPYStockCSSD

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5RZC0.9%

not top 5APOS0.8%

not top 5AQNB0.4%

not top 5MTB-PJ0.4%

not top 5RF-PF0.3%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SPY vs CSSD Returns, Every Period

SPDRSPY

+13.4%

past year

CSSDCohenSteers

[…]

past year

SPYCSSDFaded: behind in that period

1–0SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Bonds: SPY vs CSSD

YTD

SPDRSPY

+13.3%

CSSDCohenSteers

+3.0%

+13.3%Year to date+3.0%

−8.9%Worst drop · 1Y[…]

12.9%Volatility · 1Y[…]

1.0%Yield5.2%

$805BAssets$68.6M

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CSSD0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSSD, SPY

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSSD, SPY

Today

0.0%most shared, CSSD and SPY

CSSDSPY

CSSD—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

CSSDWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSPY

+3.0%Year to date+13.3%

5.2%Yield1.0%

[…]Past year+13.4%

0.49%Fee0.09%

2–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026