Compare · 4 funds side by side · dividends reinvested

CSPF, IUSB, VYM and SGOV

CSPFCohenSteers×IUSBiShares×VYMVanguard×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

CSPF, IUSB, VYM and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B2.1

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.72%+3.4%+4.2%[…][…]−3.2%4.4%$419M2.3

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.4

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B2.8

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 · VYM 2006 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Preferred and Income Opportunities Active ETF · $419M[…]

CSPF

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,151

$10,000 five years ago, dividends reinvested

CSPFMeasureIUSB

+3.4%Year to dateJan 1 → Nov 9+0.1%

+4.2%1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $11,705+5.4%

[…]5 years · per year$10,000 became […] · $10,151+0.3%

0.59%Expense ratio$59 · $6 a year on $10k · lower is better0.06%

5.72%Trailing 12-mo yield$572 · $433 a year on $10k4.33%

−3.2%Worst dropSmaller is better−4.3%

4.4%VolatilityLower is calmer3.9%

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

4–2CSPF wins

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

More Ways to See the Pairs

CSPF vs IUSB: Top 5 Holdings

Today

CSPF

2.1%in top 5

IUSB

in top 5[…]

CSPFStockIUSB

0.5%BAC-PNnot top 5

0.5%MS-PQnot top 5

0.4%PRSnot top 5

0.4%ALL-PHnot top 5

0.4%AHL-PEnot top 5

Held in common[…]

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

CSPF vs IUSB Returns, Every Period

CohenSteersCSPF

+4.2%

past year

IUSBiShares

+0.5%

past year

CSPFIUSBFaded: behind in that period

2–0CSPF wins

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

Income vs Bonds: CSPF vs IUSB

YTD

CohenSteersCSPF

+3.4%

IUSBiShares

+0.1%

+3.4%Year to date+0.1%

−3.2%Worst drop · 1Y−4.3%

4.4%Volatility · 1Y3.9%

5.7%Yield4.3%

$419MAssets$50.4B

3–1CSPF wins

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

Cost, Income and Risk

Fees: CSPF, IUSB, VYM, SGOV

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

IUSB0.06%$6

SGOV0.09%$9

CSPF0.59%$59

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

Yields: CSPF, IUSB, VYM, SGOV

5.72%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.72%$572

IUSB4.33%$433

SGOV3.63%$363

VYM2.26%$226

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

SGOV$363 − $9 = $354

VYM$226 − $4 = $222

KeptFee

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

Overlap: CSPF, IUSB, VYM, SGOV

Today

0.0%most shared, CSPF and VYM

CSPFIUSBVYMSGOV

CSPF—[…]0.0%[…]

IUSB[…]—[…][…]

VYM0.0%[…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+19.5%VYM, at 10.8% volatility

SGOVWorst drop0.0%0.2% vol

IUSBWorst drop−4.3%3.9% vol

CSPFWorst drop−3.2%4.4% vol

VYMWorst drop−6.7%10.8% vol

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

Paid More vs Made More

YTD

CSPFVYM

+3.4%Year to date+15.4%

5.7%Yield2.3%

+4.2%Past year+19.5%

0.59%Fee0.04%

3–1VYM 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

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