Compare · 4 funds side by side · dividends reinvested

CSSD, DGRO, MUB and SCHD

CSSDCohenSteers×DGROiShares×MUBiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,941DGRO · best of the four

02 / 04

CSSD, DGRO, MUB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$44.9B2.1

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B2.1

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B2.3

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · DGRO 2014 · MUB 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Cohen & Steers Short Duration Preferred and Income Active ETF · $69M[…]

CSSD

MUB

iShares National Muni Bond ETF · $54.9B$10,414

$10,000 five years ago, dividends reinvested

CSSDMeasureMUB

+2.7%Year to dateJan 1 → Nov 5+0.5%

[…]1 yearTotal return+0.9%

[…]3 years · per year$10,000 became […] · $11,418+4.5%

[…]5 years · per year$10,000 became […] · $10,414+0.8%

0.49%Expense ratio$49 · $5 a year on $10k · lower is better0.05%

5.25%Trailing 12-mo yield$525 · $327 a year on $10k3.27%

[…]Worst dropSmaller is better−6.3%

[…]VolatilityLower is calmer3.7%

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

2–1CSSD wins

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

More Ways to See the Pairs

CSSD vs MUB: Top 5 Holdings

Today

CSSD

2.8%in top 5

MUB

in top 5[…]

CSSDStockMUB

0.9%RZCnot top 5

0.8%APOSnot top 5

0.4%AQNBnot top 5

0.4%MTB-PJnot top 5

0.4%RF-PFnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CSSD vs MUB Returns, Every Period

CohenSteersCSSD

[…]

past year

MUBiShares

+0.9%

past year

CSSDMUBFaded: behind in that period

1–0CSSD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CSSD vs MUB

YTD

CohenSteersCSSD

+2.7%

MUBiShares

+0.5%

+2.7%Year to date+0.5%

[…]Worst drop · 1Y−6.3%

[…]Volatility · 1Y3.7%

5.3%Yield3.3%

$69.5MAssets$54.9B

2–0CSSD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, DGRO, MUB, SCHD

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

DGRO0.08%$8

CSSD0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSSD, DGRO, MUB, SCHD

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

MUB3.27%$327

SCHD2.98%$298

DGRO1.86%$186

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

MUB$327 − $5 = $322

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSSD, DGRO, MUB, SCHD

Today

21.1%most shared, DGRO and SCHD

CSSDDGROMUBSCHD

CSSD—0.0%[…]0.0%

DGRO0.0%—[…]21.1%

MUB[…][…]—[…]

SCHD0.0%21.1%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

MUBWorst drop−6.3%3.7% vol

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

CSSDWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCHD

+2.7%Year to date+32.3%

5.3%Yield3.0%

[…]Past year+38.7%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026