Compare · 4 funds side by side · dividends reinvested

CSSD, SPYM, VCIT and IVV

CSSDCohenSteers×SPYMSPDR×VCITVanguard×IVViShares×

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

02 / 04

CSSD, SPYM, VCIT and IVV, 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%$182B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B2.1

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.03%−0.9%+0.1%+7.2%+0.9%−4.9%4.5%$66.6B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$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 4, 2026 · returns include dividends · since: CSSD 2025 · SPYM 2005 · VCIT 2009 · IVV 2000

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$18,126

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

CSSDMeasureSPYM

+3.0%Year to dateJan 1 → Nov 4+13.4%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

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

5.24%Trailing 12-mo yield$524 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.8%

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

1–2SPYM wins

End-of-day Nov 4, 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

2.7%in top 5

SPYM

in top 527.3%

CSSDStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.3%RF-PFnot top 5

Held in common0.0%

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

CSSD vs SPYM Returns, Every Period

CohenSteersCSSD

[…]

past year

SPYMSPDR

+13.5%

past year

CSSDSPYMFaded: behind in that period

0–1SPYM wins

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

CSSD vs VCIT

YTD

CohenSteersCSSD

+3.0%

VCITVanguard

−0.9%

+3.0%Year to date−0.9%

[…]Worst drop · 1Y−4.9%

[…]Volatility · 1Y4.5%

5.2%Yield5.0%

$68.6MAssets$66.6B

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, SPYM, VCIT, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VCIT0.03%$3

IVV0.03%$3

CSSD0.49%$49

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

Yields: CSSD, SPYM, VCIT, IVV

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

VCIT5.03%$503

IVV1.09%$109

SPYM1.01%$101

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

Income After Fees on $10,000

$500most kept, VCIT

VCIT$503 − $3 = $500

CSSD$524 − $49 = $475

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

KeptFee

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

Overlap: CSSD, SPYM, VCIT, IVV

Today

99.8%most shared, SPYM and IVV

CSSDSPYMVCITIVV

CSSD—0.0%[…]0.0%

SPYM0.0%—[…]99.8%

VCIT[…][…]—[…]

IVV0.0%99.8%[…]—

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

Return vs Bumpiness: 4 ETFs

+13.5%IVV, at 12.9% volatility

VCITWorst drop−4.9%4.5% vol

SPYMWorst drop−8.9%12.8% vol

IVVWorst 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

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 Four

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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