Compare · 3 funds side by side · dividends reinvested

CSSD, SPYM and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

CSSD, SPYM and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B1.9

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M2.0

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

SPYM

BND

Vanguard Total Bond Market ETF · $161B$9,950

$10,000 five years ago, dividends reinvested

SPYMMeasureBND

+13.4%Year to dateJan 1 → Nov 4−0.1%

+13.5%1 yearTotal return+0.3%

+24.3%3 years · per year$10,000 became $19,186 · $11,733+5.5%

+12.6%5 years · per year$10,000 became $18,126 · $9,950−0.1%

0.02%Expense ratio$2 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $413 a year on $10k4.13%

−8.9%Worst dropSmaller is better−4.5%

12.8%VolatilityLower is calmer4.0%

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

5–3SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs BND: Top 5 Holdings

Today

SPYM

27.3%in top 5

BND

in top 5[…]

SPYMStockBND

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

Held in common[…]

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

SPYM vs BND Returns, Every Period

SPDRSPYM

+12.6%

5 years, per year

BNDVanguard

−0.1%

5 years, per year

SPYMBNDFaded: behind in that period

4–0SPYM wins

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

Core vs Bonds: SPYM vs CSSD

YTD

SPDRSPYM

+13.4%

CSSDCohenSteers

+3.0%

+13.4%Year to date+3.0%

−8.9%Worst drop · 1Y[…]

12.8%Volatility · 1Y[…]

1.0%Yield5.2%

$182BAssets$68.6M

1–1level

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

Cost, Income and Risk

Fees: CSSD, SPYM, BND

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BND0.03%$3

CSSD0.49%$49

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

Yields: CSSD, SPYM, BND

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

BND4.13%$413

SPYM1.01%$101

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

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

BND$413 − $3 = $410

SPYM$101 − $2 = $99

KeptFee

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

Overlap: CSSD, SPYM, BND

Today

0.0%most shared, CSSD and SPYM

CSSDSPYMBND

CSSD—0.0%[…]

SPYM0.0%—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

BNDWorst drop−4.5%4.0% vol

SPYMWorst drop−8.9%12.8% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDSPYM

+3.0%Year to date+13.4%

5.2%Yield1.0%

[…]Past year+13.5%

0.49%Fee0.02%

2–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND 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