Compare · 4 funds side by side · dividends reinvested

CSSD, SPYM, VTI and SPY

CSSDCohenSteers×SPYMSPDR×VTIVanguard×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,192SPYM · best of the four

02 / 04

CSSD, SPYM, VTI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.3

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%$778B2.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M3.0

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 · SPYM 2005 · VTI 2001 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

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

CSSDMeasureVTI

+2.8%Year to dateJan 1 → Nov 6+8.9%

[…]1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

5.25%Trailing 12-mo yield$525 · $109 a year on $10k1.09%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

1–2VTI 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 VTI: Top 5 Holdings

Today

CSSD

2.8%in top 5

VTI

in top 525.0%

CSSDStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

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 VTI Returns, Every Period

CohenSteersCSSD

[…]

past year

VTIVanguard

+9.9%

past year

CSSDVTIFaded: behind in that period

0–1VTI wins

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

Bonds vs Core: CSSD vs VTI

YTD

CohenSteersCSSD

+2.8%

VTIVanguard

+8.9%

+2.8%Year to date+8.9%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.7%

5.2%Yield1.1%

$69.5MAssets$689B

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SPYM, VTI, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

SPY0.09%$9

CSSD0.49%$49

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

Yields: CSSD, SPYM, VTI, SPY

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

VTI1.09%$109

SPYM1.05%$105

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

VTI$109 − $3 = $106

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: CSSD, SPYM, VTI, SPY

Today

99.9%most shared, SPYM and SPY

CSSDSPYMVTISPY

CSSD—0.0%0.0%0.0%

SPYM0.0%—85.5%99.9%

VTI0.0%85.5%—85.5%

SPY0.0%99.9%85.5%—

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

Return vs Bumpiness: 4 ETFs

+9.9%VTI, at 13.7% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

CSSDWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDVTI

+2.8%Year to date+8.9%

5.2%Yield1.1%

[…]Past year+9.9%

0.49%Fee0.03%

2–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026