Compare · 4 funds side by side · dividends reinvested

CSPF, IUSB, SCHD and BND

CSPFCohenSteers×IUSBiShares×SCHDSchwab×BNDVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,123SCHD · best of the four

02 / 04

CSPF, IUSB, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.5B2.1

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.72%+3.4%+4.2%[…][…]−3.2%4.4%$419M2.2

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.9

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: CSPF 2025 · IUSB 2014 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.5B$10,151

IUSB

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested

IUSBMeasureSCHD

+0.1%Year to dateJan 1 → Nov 9+33.2%

+0.5%1 yearTotal return+39.1%

+5.4%3 years · per year$10,000 became $11,705 · $17,123+19.6%

+0.3%5 years · per year$10,000 became $10,151 · $16,459+10.5%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

4.33%Trailing 12-mo yield$433 · $296 a year on $10k2.96%

−4.3%Worst dropSmaller is better−6.9%

3.9%VolatilityLower is calmer11.8%

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

3–4SCHD wins

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

More Ways to See the Pairs

IUSB vs SCHD: Top 5 Holdings

Today

IUSB

[…]in top 5

SCHD

in top 521.4%

IUSBStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

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

IUSB vs SCHD Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

IUSBSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: IUSB vs CSPF

YTD

iSharesIUSB

+0.1%

CSPFCohenSteers

+3.4%

+0.1%Year to date+3.4%

−4.3%Worst drop · 1Y−3.2%

3.9%Volatility · 1Y4.4%

4.3%Yield5.7%

$50.5BAssets$419M

3–1CSPF wins

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

Cost, Income and Risk

Fees: CSPF, IUSB, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

IUSB0.06%$6

SCHD0.06%$6

CSPF0.59%$59

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

Yields: CSPF, IUSB, SCHD, BND

5.72%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.72%$572

IUSB4.33%$433

BND4.12%$412

SCHD2.96%$296

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

Income After Fees on $10,000

$513most kept, CSPF

CSPF$572 − $59 = $513

IUSB$433 − $6 = $427

BND$412 − $3 = $409

SCHD$296 − $6 = $290

KeptFee

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

Overlap: CSPF, IUSB, SCHD, BND

Today

0.0%most shared, CSPF and SCHD

CSPFIUSBSCHDBND

CSPF—[…]0.0%[…]

IUSB[…]—[…][…]

SCHD0.0%[…]—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

IUSBWorst drop−4.3%3.9% vol

BNDWorst drop−4.5%4.0% vol

CSPFWorst drop−3.2%4.4% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

CSPFSCHD

+3.4%Year to date+33.2%

5.7%Yield3.0%

+4.2%Past year+39.1%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

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