CSSD vs AGG

ACSSD

BAGG

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%AGG · $3 on $10k

Most income5.22%CSSD · $522 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]CSSD and AGG

CSSD

AGG

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MiShares Core U.S. Aggregate Bond ETF · $139B

[…]3 years · per year[…] · $11,583+5.0%

[…]5 years · per year[…] · $9,979−0.0%

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

5.22%12-mo yield$522 · $412 on $10k4.12%

[…]Worst dropSmaller wins−4.6%

[…]VolatilityLower wins4.1%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSSD · AGG

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B
4	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B
4	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSSD vs AGG

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,979

MeasureCSSDAGG

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield5.22%4.12%

5 years, per year[…]−0.0%

3 years, per year[…]+5.0%

Worst drop · 1Y[…]−4.6%

Volatility · 1Y[…]4.1%

1–1measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

Overlap: CSSD, AGG, IVV, VTI

Today

86.0%most shared, IVV and VTI

CSSDAGGIVVVTI

CSSD—[…]0.0%0.0%

AGG[…]—[…][…]

IVV0.0%[…]—86.0%

VTI0.0%[…]86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

AGG$412 − $3 = $409

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee