Compare · 4 funds side by side · dividends reinvested

CSPF, IUSB, SCHD and VIG

CSPFCohenSteers×IUSBiShares×SCHDSchwab×VIGVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,513VIG · best of the four

Story of the four · IncomeMost incomeCSPF · 5.81% · $581 a year on $10k

Story of the four · RiskSmallest drop

CSPF, IUSB, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B2.1

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.81%+1.8%+2.2%[…][…]−3.2%4.5%$420M2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B2.4

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.40%−1.3%−1.2%+4.5%−0.1%−4.3%4.0%$50.0B2.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: CSPF 2025 · IUSB 2014 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Universal USD Bond ETF · $50.0B$9,928

IUSB

More Ways to See the Pairs

IUSB vs SCHD: Top 5 Holdings

Today

IUSB

[…]in top 5

SCHD

in top 521.8%

IUSBStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: CSPF, IUSB, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IUSB0.06%$6

SCHD0.06%$6

CSPF0.59%$59

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

+19.9%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested

IUSBMeasureSCHD

−1.3%Year to dateJan 1 → Nov 13+34.9%

−1.2%1 yearTotal return+37.5%

+4.5%3 years · per year$10,000 became $11,426 · $17,374+20.2%

−0.1%5 years · per year$10,000 became $9,928 · $16,418+10.4%

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

4.40%Trailing 12-mo yield$440 · $292 a year on $10k2.92%

−4.3%Worst dropSmaller is better−6.9%

4.0%VolatilityLower is calmer11.7%

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

3–4SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

IUSB vs SCHD Returns, Every Period

5Y

iSharesIUSB

−0.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IUSBSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: IUSB vs CSPF

YTD

iSharesIUSB

−1.3%

CSPFCohenSteers

+1.8%

−1.3%Year to date+1.8%

−4.3%Worst drop · 1Y−3.2%

4.0%Volatility · 1Y4.5%

4.4%Yield5.8%

$50.0BAssets$420M

3–1CSPF wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: CSPF, IUSB, SCHD, VIG

1Y

5.81%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.81%$581

IUSB4.40%$440

SCHD2.92%$292

VIG1.45%$145

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$522most kept, CSPF

CSPF$581 − $59 = $522

IUSB$440 − $6 = $434

SCHD$292 − $6 = $286

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CSPF, IUSB, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

CSPFIUSBSCHDVIG

CSPF—[…]0.0%0.0%

IUSB[…]—[…][…]

SCHD0.0%[…]—14.5%

VIG0.0%[…]14.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

IUSBWorst drop−4.3%4.0% vol

CSPFWorst drop−3.2%4.5% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

CSPFSCHD

+1.8%Year to date+34.9%

5.8%Yield2.9%

+2.2%Past year+37.5%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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CSPF, IUSB, SCHD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four