Compare · 4 funds side by side · dividends reinvested

CSSD, NEAR, MUB and BND

CSSDCohenSteers×NEARiShares×MUBiShares×BNDVanguard×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$10,235NEAR · best of the four

02 / 04

CSSD, NEAR, MUB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.51%+1.5%+2.4%+5.0%+4.0%−1.1%1.4%$5.3B1.5

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.0

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.6

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CSSD 2025 · NEAR 2013 · MUB 2007 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Short Duration Preferred and Income Active ETF · $69M[…]

CSSD

NEAR

iShares Short Duration Bond Active ETF · $5.3B$12,182

$10,000 five years ago, dividends reinvested

CSSDMeasureNEAR

+3.4%Year to dateJan 1 → Nov 9+1.5%

[…]1 yearTotal return+2.4%

[…]3 years · per year$10,000 became […] · $11,582+5.0%

[…]5 years · per year$10,000 became […] · $12,183+4.0%

0.49%Expense ratio$49 · $25 a year on $10k · lower is better0.25%

5.22%Trailing 12-mo yield$522 · $451 a year on $10k4.51%

[…]Worst dropSmaller is better−1.1%

[…]VolatilityLower is calmer1.4%

CSSDNEAR Winner of the row, in its colourEach row: the bigger of the two fills its side

2–1CSSD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs NEAR: Top 5 Holdings

Today

CSSD

2.8%in top 5

NEAR

in top 5[…]

CSSDStockNEAR

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

CSSD vs NEAR Returns, Every Period

CohenSteersCSSD

[…]

past year

NEARiShares

+2.4%

past year

CSSDNEARFaded: behind in that period

1–0CSSD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CSSD vs NEAR

YTD

CohenSteersCSSD

+3.4%

NEARiShares

+1.5%

+3.4%Year to date+1.5%

[…]Worst drop · 1Y−1.1%

[…]Volatility · 1Y1.4%

5.2%Yield4.5%

$69.5MAssets$5.3B

2–0CSSD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, NEAR, MUB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

MUB0.05%$5

NEAR0.25%$25

CSSD0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, NEAR, MUB, BND

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

NEAR4.51%$451

BND4.12%$412

MUB3.26%$326

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

NEAR$451 − $25 = $426

BND$412 − $3 = $409

MUB$326 − $5 = $321

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSSD, NEAR, MUB, BND

Today

[…]holdings […]

CSSDNEARMUBBND

CSSD—[…][…][…]

NEAR[…]—[…][…]

MUB[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+2.4%NEAR, at 1.4% volatility

NEARWorst drop−1.1%1.4% vol

MUBWorst drop−6.3%3.7% vol

BNDWorst drop−4.5%4.0% vol

CSSDWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDNEAR

+3.4%Year to date+1.5%

5.2%Yield4.5%

[…]Past year+2.4%

0.49%Fee0.25%

2–1CSSD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026