Compare · 4 funds side by side · dividends reinvested

CSSD, DFSD, MUB and BND

CSSDCohenSteers×DFSDDimensional×MUBiShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$10,373MUB · best of the four

02 / 04

CSSD, DFSD, MUB and BND, 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%$7.4B1.7

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+3.0%[…][…][…][…][…]$69M2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B2.4

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.7B2.5

Rank among the four1st → 4thFee, 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 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSD

MUB

iShares National Muni Bond ETF · $54.7B$10,373

$10,000 five years ago, dividends reinvested

DFSDMeasureMUB

+1.1%Year to dateJan 1 → Nov 4+0.1%

+1.9%1 yearTotal return+0.7%

+5.1%3 years · per year$10,000 became $11,604 · $11,374+4.4%

[…]5 years · per year$10,000 became […] · $10,373+0.7%

0.17%Expense ratio$17 · $5 a year on $10k · lower is better0.05%

4.51%Trailing 12-mo yield$451 · $328 a year on $10k3.28%

−1.7%Worst dropSmaller is better−6.3%

2.1%VolatilityLower is calmer3.7%

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

6–1DFSD wins

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

More Ways to See the Pairs

DFSD vs MUB: Top 5 Holdings

Today

DFSD

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFSD vs MUB Returns, Every Period

DimensionalDFSD

+1.9%

past year

MUBiShares

+0.7%

past year

DFSDMUBFaded: behind in that period

3–0DFSD wins

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

DFSD vs CSSD

YTD

DimensionalDFSD

+1.1%

CSSDCohenSteers

+3.0%

+1.1%Year to date+3.0%

−1.7%Worst drop · 1Y[…]

2.1%Volatility · 1Y[…]

4.5%Yield5.2%

$7.4BAssets$68.6M

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, DFSD, MUB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

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, BND

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

DFSD4.51%$451

BND4.13%$413

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

BND$413 − $3 = $410

MUB$328 − $5 = $323

KeptFee

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

Overlap: CSSD, DFSD, MUB, BND

Today

[…]holdings […]

CSSDDFSDMUBBND

CSSD—[…][…][…]

DFSD[…]—[…][…]

MUB[…][…]—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+1.9%DFSD, at 2.1% volatility

DFSDWorst drop−1.7%2.1% vol

MUBWorst drop−6.3%3.7% vol

BNDWorst drop−4.5%4.0% 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 Four

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

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