Compare · 4 funds side by side · dividends reinvested

CSSD, VCIT, IVV and SGOV

CSSDCohenSteers×VCITVanguard×IVViShares×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

CSSD, VCIT, IVV and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.9

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B2.1

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.6%+0.3%+7.3%+1.0%−4.9%4.5%$66.6B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$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 5, 2026 · returns include dividends · since: CSSD 2025 · VCIT 2009 · IVV 2000 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

IVVMeasureSGOV

+8.4%Year to dateJan 1 → Nov 5+3.1%

+9.7%1 yearTotal return+3.7%

+22.1%3 years · per year$10,000 became $18,221 · $11,417+4.5%

+11.4%5 years · per year$10,000 became $17,151 · $12,086+3.9%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.14%Trailing 12-mo yield$114 · $363 a year on $10k3.63%

−8.9%Worst dropSmaller is better0.0%

13.6%VolatilityLower is calmer0.2%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs SGOV: Top 5 Holdings

Today

IVV

27.7%in top 5

SGOV

in top 5[…]

IVVStockSGOV

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IVV vs SGOV Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SGOViShares

+3.9%

5 years, per year

IVVSGOVFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs CSSD

YTD

iSharesIVV

+8.4%

CSSDCohenSteers

+2.7%

+8.4%Year to date+2.7%

−8.9%Worst drop · 1Y[…]

13.6%Volatility · 1Y[…]

1.1%Yield5.3%

$887BAssets$68.6M

1–1level

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

Cost, Income and Risk

Fees: CSSD, VCIT, IVV, SGOV

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

IVV0.03%$3

SGOV0.09%$9

CSSD0.49%$49

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

Yields: CSSD, VCIT, IVV, SGOV

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

VCIT5.02%$502

SGOV3.63%$363

IVV1.14%$114

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

SGOV$363 − $9 = $354

IVV$114 − $3 = $111

KeptFee

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

Overlap: CSSD, VCIT, IVV, SGOV

Today

0.0%most shared, CSSD and IVV

CSSDVCITIVVSGOV

CSSD—[…]0.0%[…]

VCIT[…]—[…][…]

IVV0.0%[…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.7%IVV, at 13.6% volatility

SGOVWorst drop0.0%0.2% vol

VCITWorst drop−4.9%4.5% vol

IVVWorst 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

CSSDIVV

+2.7%Year to date+8.4%

5.3%Yield1.1%

[…]Past year+9.7%

0.49%Fee0.03%

2–1IVV 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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026