Compare · 4 funds side by side · dividends reinvested

CSSD, DGRO, MUB and VIG

CSSDCohenSteers×DGROiShares×MUBiShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

CSSD, DGRO, MUB and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.8

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$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 6, 2026 · returns include dividends · since: CSSD 2025 · DGRO 2014 · MUB 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSSDMeasureDGRO

+2.8%Year to dateJan 1 → Nov 6+16.6%

[…]1 yearTotal return+20.3%

[…]3 years · per year$10,000 became […] · $17,593+20.7%

[…]5 years · per year$10,000 became […] · $16,835+11.0%

0.49%Expense ratio$49 · $8 a year on $10k · lower is better0.08%

5.25%Trailing 12-mo yield$525 · $187 a year on $10k1.87%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer10.2%

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

1–2DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs DGRO: Top 5 Holdings

Today

CSSD

2.8%in top 5

DGRO

in top 515.0%

CSSDStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

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 common0.0%

End-of-day Nov 6, 2026 · share of each fund

CSSD vs DGRO Returns, Every Period

CohenSteersCSSD

[…]

past year

DGROiShares

+20.3%

past year

CSSDDGROFaded: behind in that period

0–1DGRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CSSD vs MUB

YTD

CohenSteersCSSD

+2.8%

MUBiShares

+0.5%

+2.8%Year to date+0.5%

[…]Worst drop · 1Y−6.3%

[…]Volatility · 1Y3.7%

5.2%Yield3.3%

$69.5MAssets$55.0B

2–0CSSD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, DGRO, MUB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MUB0.05%$5

DGRO0.08%$8

CSSD0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, DGRO, MUB, VIG

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

MUB3.27%$327

DGRO1.87%$187

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

MUB$327 − $5 = $322

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSSD, DGRO, MUB, VIG

Today

68.1%most shared, DGRO and VIG

CSSDDGROMUBVIG

CSSD—0.0%[…]0.0%

DGRO0.0%—[…]68.1%

MUB[…][…]—[…]

VIG0.0%68.1%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.3%DGRO, at 10.2% volatility

MUBWorst drop−6.3%3.7% vol

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

CSSDWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDDGRO

+2.8%Year to date+16.6%

5.2%Yield1.9%

[…]Past year+20.3%

0.49%Fee0.08%

2–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026