Compare · 4 funds side by side · dividends reinvested

CSSD, MUB, DGRO and VIG

CSSDCohenSteers×MUBiShares×DGROiShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

CSSD, MUB, DGRO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.8

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$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 9, 2026 · returns include dividends · since: CSSD 2025 · MUB 2007 · DGRO 2014 · 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 · $45.5B$17,131

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

CSSDMeasureDGRO

+3.4%Year to dateJan 1 → Nov 9+18.8%

[…]1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $17,571+20.7%

[…]5 years · per year$10,000 became […] · $17,131+11.4%

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

5.22%Trailing 12-mo yield$522 · $184 a year on $10k1.84%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer10.3%

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

1–2DGRO wins

End-of-day Nov 9, 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 515.1%

CSSDStockDGRO

not top 5MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

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 9, 2026 · share of each fund

CSSD vs DGRO Returns, Every Period

CohenSteersCSSD

[…]

past year

DGROiShares

+22.9%

past year

CSSDDGROFaded: behind in that period

0–1DGRO wins

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

CSSD vs MUB

YTD

CohenSteersCSSD

+3.4%

MUBiShares

+0.7%

+3.4%Year to date+0.7%

[…]Worst drop · 1Y−6.3%

[…]Volatility · 1Y3.7%

5.2%Yield3.3%

$69.5MAssets$55.1B

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, MUB, DGRO, 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 9, 2026 · fee on $10,000 a year

Yields: CSSD, MUB, DGRO, VIG

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

MUB3.26%$326

DGRO1.84%$184

VIG1.46%$146

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

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

MUB$326 − $5 = $321

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

KeptFee

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

Overlap: CSSD, MUB, DGRO, VIG

Today

68.2%most shared, DGRO and VIG

CSSDMUBDGROVIG

CSSD—[…]0.0%0.0%

MUB[…]—[…][…]

DGRO0.0%[…]—68.2%

VIG0.0%[…]68.2%—

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

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

MUBWorst drop−6.3%3.7% vol

DGROWorst drop−6.5%10.3% vol

VIGWorst drop−7.9%11.0% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDDGRO

+3.4%Year to date+18.8%

5.2%Yield1.8%

[…]Past year+22.9%

0.49%Fee0.08%

2–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026