Compare · 4 funds side by side · dividends reinvested

CSSD, SPYM, VCIT and BNDX

CSSDCohenSteers×SPYMSPDR×VCITVanguard×BNDXVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,164SPYM · best of the four

02 / 04

CSSD, SPYM, VCIT and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.9

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.6%+0.3%+7.3%+1.0%−4.9%4.5%$66.6B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.3

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.2%+4.7%+0.4%−3.2%3.8%$82.9B2.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · SPYM 2005 · VCIT 2009 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

CSSDMeasureSPYM

+2.7%Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

5.25%Trailing 12-mo yield$525 · $106 a year on $10k1.06%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

1–2SPYM wins

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

More Ways to See the Pairs

CSSD vs SPYM: Top 5 Holdings

Today

CSSD

2.8%in top 5

SPYM

in top 527.7%

CSSDStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

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 5, 2026 · share of each fund

CSSD vs SPYM Returns, Every Period

CohenSteersCSSD

[…]

past year

SPYMSPDR

+9.8%

past year

CSSDSPYMFaded: behind in that period

0–1SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CSSD vs VCIT

YTD

CohenSteersCSSD

+2.7%

VCITVanguard

−0.6%

+2.7%Year to date−0.6%

[…]Worst drop · 1Y−4.9%

[…]Volatility · 1Y4.5%

5.3%Yield5.0%

$69.5MAssets$66.6B

2–0CSSD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SPYM, VCIT, BNDX

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VCIT0.03%$3

BNDX0.07%$7

CSSD0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSSD, SPYM, VCIT, BNDX

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

VCIT5.02%$502

BNDX4.64%$464

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

CSSD$525 − $49 = $476

BNDX$464 − $7 = $457

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSSD, SPYM, VCIT, BNDX

Today

0.0%most shared, CSSD and SPYM

CSSDSPYMVCITBNDX

CSSD—0.0%[…][…]

SPYM0.0%—[…][…]

VCIT[…][…]—[…]

BNDX[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.8%SPYM, at 13.6% volatility

BNDXWorst drop−3.2%3.8% vol

VCITWorst drop−4.9%4.5% vol

SPYMWorst drop−8.9%13.6% vol

CSSDWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSPYM

+2.7%Year to date+8.4%

5.3%Yield1.1%

[…]Past year+9.8%

0.49%Fee0.02%

2–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026