Compare · 3 funds side by side · dividends reinvested

CSSD, DFSD and MUB

CSSDCohenSteers×DFSDDimensional×MUBiShares×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$11,604DFSD · best of the three

02 / 04

CSSD, DFSD and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.51%+1.1%+1.9%+5.1%[…]−1.7%2.1%$7.4B1.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M1.7

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.7B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSSD 2025 · DFSD 2021 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

DFSD

Dimensional - Short Duration Fixed Income ETF · $7.4B[…]

$10,000 five years ago, dividends reinvested

CSSDMeasureDFSD

+3.0%Year to dateJan 1 → Nov 4+1.1%

[…]1 yearTotal return+1.9%

[…]3 years · per year$10,000 became […] · $11,604+5.1%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $17 a year on $10k · lower is better0.17%

5.24%Trailing 12-mo yield$524 · $451 a year on $10k4.51%

[…]Worst dropSmaller is better−1.7%

[…]VolatilityLower is calmer2.1%

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

2–1CSSD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs DFSD: Top 5 Holdings

Today

CSSD

2.7%in top 5

DFSD

in top 5[…]

CSSDStockDFSD

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.3%RF-PFnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CSSD vs DFSD Returns, Every Period

CohenSteersCSSD

[…]

past year

DFSDDimensional

+1.9%

past year

CSSDDFSDFaded: behind in that period

1–0CSSD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CSSD vs DFSD

YTD

CohenSteersCSSD

+3.0%

DFSDDimensional

+1.1%

+3.0%Year to date+1.1%

[…]Worst drop · 1Y−1.7%

[…]Volatility · 1Y2.1%

5.2%Yield4.5%

$68.6MAssets$7.4B

2–0CSSD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, DFSD, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

DFSD0.17%$17

CSSD0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSSD, DFSD, MUB

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

DFSD4.51%$451

MUB3.28%$328

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

DFSD$451 − $17 = $434

MUB$328 − $5 = $323

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSSD, DFSD, MUB

Today

[…]holdings […]

CSSDDFSDMUB

CSSD—[…][…]

DFSD[…]—[…]

MUB[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+1.9%DFSD, at 2.1% volatility

DFSDWorst drop−1.7%2.1% vol

MUBWorst drop−6.3%3.7% vol

CSSDWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDDFSD

+3.0%Year to date+1.1%

5.2%Yield4.5%

[…]Past year+1.9%

0.49%Fee0.17%

2–1CSSD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026