Compare · 3 funds side by side · dividends reinvested

CSSD, MUB and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

CSSD, MUB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.7B1.8

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 · MUB 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

MUB

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested

MUBMeasureSCHD

+0.1%Year to dateJan 1 → Nov 4+35.3%

+0.7%1 yearTotal return+41.6%

+4.4%3 years · per year$10,000 became $11,374 · $17,908+21.4%

+0.7%5 years · per year$10,000 became $10,373 · $16,881+11.0%

0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%

3.28%Trailing 12-mo yield$328 · $291 a year on $10k2.91%

−6.3%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.5%

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

4–4Level

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

More Ways to See the Pairs

MUB vs SCHD: Top 5 Holdings

Today

MUB

[…]in top 5

SCHD

in top 521.6%

MUBStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

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

MUB vs SCHD Returns, Every Period

iSharesMUB

+0.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

MUBSCHDFaded: behind in that period

0–4SCHD wins

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

MUB vs CSSD

YTD

iSharesMUB

+0.1%

CSSDCohenSteers

+3.0%

+0.1%Year to date+3.0%

−6.3%Worst drop · 1Y[…]

3.7%Volatility · 1Y[…]

3.3%Yield5.2%

$54.7BAssets$68.6M

2–0CSSD wins

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

Cost, Income and Risk

Fees: CSSD, MUB, SCHD

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

CSSD0.49%$49

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

Yields: CSSD, MUB, SCHD

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

MUB3.28%$328

SCHD2.91%$291

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

SCHD$291 − $6 = $285

KeptFee

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

Overlap: CSSD, MUB, SCHD

Today

0.0%most shared, CSSD and SCHD

CSSDMUBSCHD

CSSD—[…]0.0%

MUB[…]—[…]

SCHD0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

MUBWorst drop−6.3%3.7% vol

SCHDWorst drop−6.9%11.5% vol

CSSDWorst drop[…][…]

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

Paid More vs Made More

YTD

CSSDSCHD

+3.0%Year to date+35.3%

5.2%Yield2.9%

[…]Past year+41.6%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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