Compare · 4 funds side by side · dividends reinvested

CSSD, VTI, IVV and BND

CSSDCohenSteers×VTIVanguard×IVViShares×BNDVanguard×

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, VTI, IVV and BND, 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%$850B1.8

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B2.1

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.3

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 · VTI 2001 · IVV 2000 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

VTI

BND

Vanguard Total Bond Market ETF · $161B$9,983

$10,000 five years ago, dividends reinvested

VTIMeasureBND

+8.4%Year to dateJan 1 → Nov 5+0.1%

+9.9%1 yearTotal return+0.4%

+21.9%3 years · per year$10,000 became $18,113 · $11,761+5.6%

+10.3%5 years · per year$10,000 became $16,332 · $9,983−0.0%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.10%Trailing 12-mo yield$110 · $412 a year on $10k4.12%

−8.9%Worst dropSmaller is better−4.5%

13.7%VolatilityLower is calmer4.0%

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

4–3VTI wins

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

More Ways to See the Pairs

VTI vs BND: Top 5 Holdings

Today

VTI

25.0%in top 5

BND

in top 5[…]

VTIStockBND

7.1%NVDAnot top 5

6.6%AAPLnot top 5

5.2%MSFTnot top 5

3.3%AMZNnot top 5

2.8%GOOGLnot top 5

Held in common[…]

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

VTI vs BND Returns, Every Period

VanguardVTI

+10.3%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

VTIBNDFaded: behind in that period

4–0VTI wins

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

Core vs Bonds: VTI vs CSSD

YTD

VanguardVTI

+8.4%

CSSDCohenSteers

+2.7%

+8.4%Year to date+2.7%

−8.9%Worst drop · 1Y[…]

13.7%Volatility · 1Y[…]

1.1%Yield5.3%

$689BAssets$69.5M

1–1level

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

Cost, Income and Risk

Fees: CSSD, VTI, IVV, BND

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

BND0.03%$3

CSSD0.49%$49

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

Yields: CSSD, VTI, IVV, BND

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

BND4.12%$412

IVV1.14%$114

VTI1.10%$110

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

BND$412 − $3 = $409

IVV$114 − $3 = $111

VTI$110 − $3 = $107

KeptFee

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

Overlap: CSSD, VTI, IVV, BND

Today

86.5%most shared, VTI and IVV

CSSDVTIIVVBND

CSSD—0.0%0.0%[…]

VTI0.0%—86.5%[…]

IVV0.0%86.5%—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.9%VTI, at 13.7% volatility

BNDWorst drop−4.5%4.0% vol

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDVTI

+2.7%Year to date+8.4%

5.3%Yield1.1%

[…]Past year+9.9%

0.49%Fee0.03%

2–1VTI 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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026