DFSD vs CSSD

ADFSD

BCSSD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VCIT $10,510

Lowest cost0.03%IVV · $3 on $10k

Most income5.22%CSSD · $522 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]DFSD and CSSD

DFSD

CSSD

Dimensional - Short Duration Fixed Income ETF · $7.4BCohen & Steers Short Duration Preferred and Income Active ETF · $69M

+5.0%3 years · per year$11,584 · […][…]

[…]5 years · per year[…]

0.17%Expense ratio$17 · $49 on $10k · lower wins0.49%

4.50%12-mo yield$450 · $522 on $10k5.22%

−1.7%Worst dropSmaller wins[…]

2.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFSD · CSSD

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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
3	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M
4	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.50%	0.0%	+1.2%	+1.9%	+5.0%	new	−1.7%	$7.4B

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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
3	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M
4	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.50%	0.0%	+1.2%	+1.9%	+5.0%	new	−1.7%	$7.4B

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

DFSD vs CSSD

DFSD

Dimensional - Short Duration Fixed Income

[…]

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureDFSDCSSD

Fee0.17%0.49%

Cost on $10k a year$17$49

Yield4.50%5.22%

5 years, per year[…][…]

3 years, per year+5.0%[…]

Worst drop · 1Y−1.7%[…]

Volatility · 1Y2.1%[…]

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: CSSD, DFSD, IVV, VCIT

Today

0.0%most shared, CSSD and IVV

CSSDDFSDIVVVCIT

CSSD—[…]0.0%[…]

DFSD[…]—[…][…]

IVV0.0%[…]—[…]

VCIT[…][…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

CSSD$522 − $49 = $473

DFSD$450 − $17 = $433

IVV$111 − $3 = $108

KeptFee

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