Compare · 4 funds side by side · dividends reinvested

CSPF, IUSB, SCHD and SGOV

CSPFCohenSteers×IUSBiShares×SCHDSchwab×SGOViShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeCSPF · 5.79% · $579 a year on $10k

Story of the four · RiskSmallest drop

CSPF, IUSB, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B2.1

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B2.1

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.6%−0.2%+5.1%+0.2%−4.3%3.9%$50.3B2.6

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.79%+2.3%+2.6%[…][…]−3.2%4.5%$420M2.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: CSPF 2025 · IUSB 2014 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Universal USD Bond ETF · $50.3B$10,077

IUSB

More Ways to See the Pairs

IUSB vs SCHD: Top 5 Holdings

Today

IUSB

[…]in top 5

SCHD

in top 521.7%

IUSBStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: CSPF, IUSB, SCHD, SGOV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SCHD0.06%$6

SGOV0.09%$9

CSPF0.59%$59

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested

IUSBMeasureSCHD

−0.6%Year to dateJan 1 → Nov 11+34.6%

−0.2%1 yearTotal return+39.3%

+5.1%3 years · per year$10,000 became $11,609 · $17,234+19.9%

+0.2%5 years · per year$10,000 became $10,077 · $16,418+10.4%

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

4.36%Trailing 12-mo yield$436 · $293 a year on $10k2.93%

−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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

IUSB vs SCHD Returns, Every Period

5Y

iSharesIUSB

+0.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IUSBSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: IUSB vs CSPF

YTD

iSharesIUSB

−0.6%

CSPFCohenSteers

+2.3%

−0.6%Year to date+2.3%

−4.3%Worst drop · 1Y−3.2%

3.9%Volatility · 1Y4.5%

4.4%Yield5.8%

$50.3BAssets$420M

3–1CSPF wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CSPF, IUSB, SCHD, SGOV

1Y

5.79%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.79%$579

IUSB4.36%$436

SGOV3.63%$363

SCHD2.93%$293

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$520most kept, CSPF

CSPF$579 − $59 = $520

IUSB$436 − $6 = $430

SGOV$363 − $9 = $354

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSPF, IUSB, SCHD, SGOV

Today

0.0%most shared, CSPF and SCHD

CSPFIUSBSCHDSGOV

CSPF—[…]0.0%[…]

IUSB[…]—[…][…]

SCHD0.0%[…]—[…]

SGOV[…][…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SGOVWorst drop−0.0%0.2% vol

IUSBWorst drop−4.3%3.9% vol

CSPFWorst drop−3.2%4.5% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CSPFSCHD

+2.3%Year to date+34.6%

5.8%Yield2.9%

+2.6%Past year+39.3%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.0B

1–1level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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CSPF, IUSB, SCHD and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four