Compare · 3 funds side by side · dividends reinvested

CSSD, IVV and MUB

CSSDCohenSteers×IVViShares×MUBiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

CSSD, IVV and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.7B1.9

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

Rank among the three1st → 3rdFee, 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 · IVV 2000 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

MUB

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

$10,000 five years ago, dividends reinvested

IVVMeasureMUB

+13.4%Year to dateJan 1 → Nov 4+0.1%

+13.5%1 yearTotal return+0.7%

+24.2%3 years · per year$10,000 became $19,178 · $11,374+4.4%

+12.6%5 years · per year$10,000 became $18,118 · $10,373+0.7%

0.03%Expense ratio$3 · $5 a year on $10k · lower is better0.05%

1.09%Trailing 12-mo yield$109 · $328 a year on $10k3.28%

−8.9%Worst dropSmaller is better−6.3%

12.9%VolatilityLower is calmer3.7%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs MUB: Top 5 Holdings

Today

IVV

27.3%in top 5

MUB

in top 5[…]

IVVStockMUB

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

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

IVV vs MUB Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

MUBiShares

+0.7%

5 years, per year

IVVMUBFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs CSSD

YTD

iSharesIVV

+13.4%

CSSDCohenSteers

+3.0%

+13.4%Year to date+3.0%

−8.9%Worst drop · 1Y[…]

12.9%Volatility · 1Y[…]

1.1%Yield5.2%

$887BAssets$68.6M

1–1level

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

Cost, Income and Risk

Fees: CSSD, IVV, MUB

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MUB0.05%$5

CSSD0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSSD, IVV, MUB

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

MUB3.28%$328

IVV1.09%$109

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

MUB$328 − $5 = $323

IVV$109 − $3 = $106

KeptFee

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

Overlap: CSSD, IVV, MUB

Today

0.0%most shared, CSSD and IVV

CSSDIVVMUB

CSSD—0.0%[…]

IVV0.0%—[…]

MUB[…][…]—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

MUBWorst drop−6.3%3.7% vol

IVVWorst drop−8.9%12.9% vol

CSSDWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDIVV

+3.0%Year to date+13.4%

5.2%Yield1.1%

[…]Past year+13.5%

0.49%Fee0.03%

2–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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