Compare · 4 funds side by side · dividends reinvested

CSSD, DFSD, MUB and SGOV

CSSDCohenSteers×DFSDDimensional×MUBiShares×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$12,091SGOV · best of the four

02 / 04

CSSD, DFSD, MUB and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$116B1.6

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$69M2.0

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+1.9%+5.0%[…]−1.7%2.1%$7.4B2.1

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.9

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: CSSD 2025 · DFSD 2021 · MUB 2007 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares National Muni Bond ETF · $55.1B$10,432

MUB

SGOV

iShares 0-3 Month Treasury Bond ETF · $116B$12,091

$10,000 five years ago, dividends reinvested

MUBMeasureSGOV

+0.7%Year to dateJan 1 → Nov 9+3.2%

+1.1%1 yearTotal return+3.8%

+4.1%3 years · per year$10,000 became $11,293 · $11,417+4.5%

+0.8%5 years · per year$10,000 became $10,432 · $12,091+3.9%

0.05%Expense ratio$5 · $9 a year on $10k · lower is better0.09%

3.26%Trailing 12-mo yield$326 · $363 a year on $10k3.63%

−6.3%Worst dropSmaller is better0.0%

3.7%VolatilityLower is calmer0.2%

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

1–7SGOV wins

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

More Ways to See the Pairs

MUB vs SGOV: Top 5 Holdings

Today

MUB

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

MUB vs SGOV Returns, Every Period

iSharesMUB

+0.8%

5 years, per year

SGOViShares

+3.9%

5 years, per year

MUBSGOVFaded: behind in that period

0–4SGOV wins

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

MUB vs CSSD

YTD

iSharesMUB

+0.7%

CSSDCohenSteers

+3.4%

+0.7%Year to date+3.4%

−6.3%Worst drop · 1Y[…]

3.7%Volatility · 1Y[…]

3.3%Yield5.2%

$55.1BAssets$69.5M

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, DFSD, MUB, SGOV

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SGOV0.09%$9

DFSD0.17%$17

CSSD0.49%$49

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

Yields: CSSD, DFSD, MUB, SGOV

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

DFSD4.50%$450

SGOV3.63%$363

MUB3.26%$326

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

DFSD$450 − $17 = $433

SGOV$363 − $9 = $354

MUB$326 − $5 = $321

KeptFee

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

Overlap: CSSD, DFSD, MUB, SGOV

Today

[…]holdings […]

CSSDDFSDMUBSGOV

CSSD—[…][…][…]

DFSD[…]—[…][…]

MUB[…][…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

DFSDWorst drop−1.7%2.1% vol

MUBWorst drop−6.3%3.7% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDSGOV

+3.4%Year to date+3.2%

5.2%Yield3.6%

[…]Past year+3.8%

0.49%Fee0.09%

2–1CSSD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

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