CSSD vs IVV

ACSSD

BIVV

Measures won1–2IVV wins · of 6 · YTD

$10,000 · YTD$11,339IVV · SGOV $10,311

Lowest cost0.03%IVV · $3 on $10k

Most income5.24%CSSD · $524 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.0%CSSD and IVV

YTD

CSSD

IVV

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MiShares Core S&P 500 ETF · $887B

+3.0%Year to dateJan 1 → Nov 4+13.4%

[…]1 yearTotal return+13.5%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

5.24%12-mo yield$524 · $109 on $10k1.09%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins12.9%

1–2IVV wins

$10,000 · since Jan 1All four, one scale

Shared top holdingsCSSD · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

YTD4 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
3	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M
4	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

YTD4 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
3	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M
4	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSSD vs IVV

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

IVV

iShares Core S&P 500

$11,350

MeasureCSSDIVV

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield5.24%1.09%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]12.9%

1–1measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 one year ago, dividends reinvested

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

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 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 4, 2026

Overlap: CSSD, SGOV, IVV, BND

Today

0.0%most shared, CSSD and IVV

CSSDSGOVIVVBND

CSSD—[…]0.0%[…]

SGOV[…]—[…][…]

IVV0.0%[…]—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

BND$413 − $3 = $410

SGOV$363 − $9 = $354

IVV$109 − $3 = $106

KeptFee

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