CSSD vs IVV
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 505 holdings.
Side-by-Side Comparison
| Metric | CSSD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $58M | $865.2B | |
| Dividend Yield | 1.21% | 1.09% | |
| Holdings | 155 | 508 | |
| YTD Return | +3.14% | +13.52% | |
| 1Y Return | - | +23.63% | |
| 3Y Return (annualized) | - | +21.26% | |
| 5Y Return (annualized) | - | +13.52% | |
| 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 3.14% versus a gain of 13.52% 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 1.21% against 1.09% for IVV.
Holdings Overlap
CSSD and IVV share 4 holdings out of 593 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
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 0.5% weight overlap. Combined, they hold 593 unique securities.
Which pays a higher dividend, CSSD or IVV?
CSSD yields 1.21% while IVV yields 1.09%, so CSSD currently pays the higher dividend yield.
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