Compare · 4 funds side by side · dividends reinvested

CSSD, VOO, SPYM and SGOV

CSSDCohenSteers×VOOVanguard×SPYMSPDR×SGOViShares×

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, VOO, SPYM and SGOV, 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 S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.1

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%$117B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$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 5, 2026 · returns include dividends · since: CSSD 2025 · VOO 2010 · SPYM 2005 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

SGOV

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

$10,000 five years ago, dividends reinvested

CSSDMeasureSGOV

+2.7%Year to dateJan 1 → Nov 5+3.1%

[…]1 yearTotal return+3.7%

[…]3 years · per year$10,000 became […] · $11,417+4.5%

[…]5 years · per year$10,000 became […] · $12,086+3.9%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

5.25%Trailing 12-mo yield$525 · $363 a year on $10k3.63%

[…]Worst dropSmaller is better0.0%

[…]VolatilityLower is calmer0.2%

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

1–2SGOV 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 SGOV: Top 5 Holdings

Today

CSSD

2.8%in top 5

SGOV

in top 5[…]

CSSDStockSGOV

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 common[…]

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

CSSD vs SGOV Returns, Every Period

CohenSteersCSSD

[…]

past year

SGOViShares

+3.7%

past year

CSSDSGOVFaded: behind in that period

0–1SGOV wins

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

CSSD vs SGOV

YTD

CohenSteersCSSD

+2.7%

SGOViShares

+3.1%

+2.7%Year to date+3.1%

[…]Worst drop · 1Y+0.0%

[…]Volatility · 1Y0.2%

5.3%Yield3.6%

$69.5MAssets$117B

1–1level

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

Cost, Income and Risk

Fees: CSSD, VOO, SPYM, SGOV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

SGOV0.09%$9

CSSD0.49%$49

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

Yields: CSSD, VOO, SPYM, SGOV

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

SGOV3.63%$363

VOO1.10%$110

SPYM1.06%$106

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

SGOV$363 − $9 = $354

VOO$110 − $3 = $107

SPYM$106 − $2 = $104

KeptFee

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

Overlap: CSSD, VOO, SPYM, SGOV

Today

93.5%most shared, VOO and SPYM

CSSDVOOSPYMSGOV

CSSD—0.0%0.0%[…]

VOO0.0%—93.5%[…]

SPYM0.0%93.5%—[…]

SGOV[…][…][…]—

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

SGOVWorst drop0.0%0.2% vol

VOOWorst drop−8.9%13.5% 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

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$850B

0–0level

End-of-day Nov 5, 2026