CSSD vs SPY

CSSD vs SPY

Which is better, CSSD or SPY?

Short Term Mid Quality against Large Cap Blend.

SPY has a lower expense ratio.

Lower Fees: SPY

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

MetricCSSDSPY
Expense Ratio0.49%0.09%Best
AUM$61M$804.7B
Dividend Yield4.60%0.98%
Holdings174505
YTD Return+2.36%+11.45%Best
1Y Return-+15.87%
3Y Return (annualized)-+20.93%
5Y Return (annualized)-+12.59%
Fund FamilyCohen & Steers FundsState Street Investment Management
CategoryFixed IncomeEquity
StyleShort Term Mid QualityLarge Cap Blend
InceptionDec 9, 2025Jan 22, 1993

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

CSSD vs SPY 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 SPY Performance

Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD) is an ETF from Cohen & Steers Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, CSSD is up 2.36% versus a gain of 11.45% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

CSSD charges 0.49% per year while SPY charges 0.09%. On a $10,000 position that is $49 vs $9 annually, a gap of $40 per year that compounds over a long holding period. On income, CSSD currently yields 4.60% against 0.98% for SPY.

Holdings Overlap

SPY already in CSSD0.5%

At least 0.5% of SPY'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 504 in SPY, against full books of 174 and 505.

Top Shared Holdings

StockWeight in CSSDWeight in SPYDifference
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 SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CSSDSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CSSD or SPY?

CSSD has an expense ratio of 0.49% while SPY charges 0.09%. SPY is the cheaper option, by $40 a year on a $10,000 investment.

Which pays a higher dividend, CSSD or SPY?

CSSD yields 4.60% while SPY yields 0.98%, so CSSD currently pays the higher dividend yield.

Is SPY better than CSSD?

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