DGRO vs CSSD

ADGRO

BCSSD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,941DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.0%DGRO and CSSD

DGRO

CSSD

iShares Core Dividend Growth ETF · $44.9BCohen & Steers Short Duration Preferred and Income Active ETF · $69M

+21.1%3 years · per year$17,770 · […][…]

+11.1%5 years · per year$16,941 · […][…]

0.08%Expense ratio$8 · $49 on $10k · lower wins0.49%

1.86%12-mo yield$186 · $525 on $10k5.25%

−6.5%Worst dropSmaller wins[…]

10.2%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsDGRO · CSSD

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	ADGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk		0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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

Both

5Y2 funds

#			Trend
1	ADGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$44.9B
2	BCSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk		0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

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

Cards for this view

DGRO vs CSSD

DGRO

iShares Core Dividend Growth

$16,941

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

MeasureDGROCSSD

Fee0.08%0.49%

Cost on $10k a year$8$49

Yield1.86%5.25%

5 years, per year+11.1%[…]

3 years, per year+21.1%[…]

Worst drop · 1Y−6.5%[…]

Volatility · 1Y10.2%[…]

1–1measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DGRO, CSSD

Today

0.0%most shared, DGRO and CSSD

DGROCSSD

DGRO—0.0%

CSSD0.0%—

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

DGRO$186 − $8 = $178

KeptFee

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