CSSD vs IVV

CSSD vs IVV

Which is better, CSSD or IVV?

Short Term Mid Quality against Large Cap Blend.

IVV has a lower expense ratio.

Lower Fees: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCSSDIVV
Expense Ratio0.49%0.03%Best
AUM$61M$876.4B
Dividend Yield4.60%1.06%
Holdings174508
YTD Return+2.56%+11.03%Best
1Y Return-+15.62%
3Y Return (annualized)-+20.81%
5Y Return (annualized)-+12.61%
Fund FamilyCohen & Steers FundsiShares by BlackRock (US)
CategoryFixed IncomeEquity
StyleShort Term Mid QualityLarge Cap Blend
InceptionDec 9, 2025May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

CSSD vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CSSD vs IVV Performance

Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) is an ETF from Cohen & Steers Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, CSSD is up 2.56% versus a gain of 11.03% for IVV.

Past performance does not guarantee future results.

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 4.60% against 1.06% for IVV.

Holdings Overlap

IVV already in CSSD0.5%

At least 0.5% of IVV's money is in holdings CSSD also owns.

Stated as a floor: for CSSD, our book for it covers 48.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

3 positions in common, counted across the 91 positions we hold weights for in CSSD and 490 in IVV, against full books of 174 and 508.

Top Shared Holdings

StockWeight in CSSDWeight in IVVDifference
CCitigroup Inc 6.875 11/73 6.88 2173-11-150.24%0.34%0.10%
FITBFifth Third Bancorp 6.875 04/01/2174 6.8750.22%0.07%0.15%
MTBM&T Bank Corporation 6.35 12/15/2173 6.35 2173-12-150.09%0.05%0.04%

You are not choosing between two funds in isolation.

Whichever of CSSD and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CSSDIVV

Free for up to 10 holdings. No account needed.

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, by $46 a year on a $10,000 investment.

Which pays a higher dividend, CSSD or IVV?

CSSD yields 4.60% while IVV yields 1.06%, so CSSD currently pays the higher dividend yield.

Is IVV better than CSSD?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.