CSSD vs IVV
Cohen & Steers Short Duration Preferred and Income Active ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CSSD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $58M | $907.0B | |
| Dividend Yield | 4.12% | 1.10% | |
| Holdings | 155 | 508 | |
| YTD Return | +3.30% | +12.76% | |
| 1Y Return | - | +20.63% | |
| 3Y Return (annualized) | - | +21.71% | |
| 5Y Return (annualized) | - | +12.87% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -2.3% | -56.5% | |
| Fund Family | Cohen & Steers Funds | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 9, 2025 | May 15, 2000 |
CSSD vs IVV Performance
Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) is a ETF from Cohen & Steers Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, CSSD is up 3.30% versus a gain of 12.76% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.3% for CSSD and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CSSD charges 0.49% per year while IVV charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, CSSD currently yields 4.12% against 1.10% for IVV.
Holdings Overlap
CSSD and IVV share 4 holdings out of 591 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CSSD or IVV?
CSSD has an expense ratio of 0.49% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
What is the holdings overlap between CSSD and IVV?
CSSD and IVV share 4 common holdings with a 0.4% weight overlap. Combined, they hold 591 unique securities.
Which pays a higher dividend, CSSD or IVV?
CSSD yields 4.12% while IVV yields 1.10%, so CSSD currently pays the higher dividend yield.
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