Compare · 4 funds side by side · dividends reinvested

CSSD, QQQ, MUB and SPYM

CSSDCohenSteers×QQQInvesco×MUBiShares×SPYMSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,871QQQ · best of the four

02 / 04

CSSD, QQQ, MUB and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.8

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+10.2%+11.2%+23.1%+12.3%−14.8%21.6%$446B2.4

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.3%+0.7%+3.8%+0.8%−6.3%3.8%$55.1B2.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.24%+2.9%[…][…][…][…][…]$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 10, 2026 · returns include dividends · since: CSSD 2025 · QQQ 1999 · MUB 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

CSSD

QQQ

Invesco QQQ Trust, Series 1 · $446B$17,871

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

CSSDMeasureQQQ

+2.9%Year to dateJan 1 → Nov 10+10.2%

[…]1 yearTotal return+11.2%

[…]3 years · per year$10,000 became […] · $18,664+23.1%

[…]5 years · per year$10,000 became […] · $17,871+12.3%

0.49%Expense ratio$49 · $18 a year on $10k · lower is better0.18%

5.24%Trailing 12-mo yield$524 · $46 a year on $10k0.46%

[…]Worst dropSmaller is better−14.8%

[…]VolatilityLower is calmer21.6%

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

1–2QQQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSSD vs QQQ: Top 5 Holdings

Today

CSSD

2.8%in top 5

QQQ

in top 530.8%

CSSDStockQQQ

not top 5AAPL8.5%

not top 5NVDA7.1%

not top 5MSFT6.7%

not top 5AMZN4.8%

not top 5AMD3.8%

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 10, 2026 · share of each fund

CSSD vs QQQ Returns, Every Period

CohenSteersCSSD

[…]

past year

QQQInvesco

+11.2%

past year

CSSDQQQFaded: behind in that period

0–1QQQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CSSD vs MUB

YTD

CohenSteersCSSD

+2.9%

MUBiShares

+0.3%

+2.9%Year to date+0.3%

[…]Worst drop · 1Y−6.3%

[…]Volatility · 1Y3.8%

5.2%Yield3.3%

$69.5MAssets$55.1B

2–0CSSD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, QQQ, MUB, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MUB0.05%$5

QQQ0.18%$18

CSSD0.49%$49

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

Yields: CSSD, QQQ, MUB, SPYM

5.24%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.24%$524

MUB3.28%$328

SPYM1.03%$103

QQQ0.46%$46

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

MUB$328 − $5 = $323

SPYM$103 − $2 = $101

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CSSD, QQQ, MUB, SPYM

Today

52.5%most shared, QQQ and SPYM

CSSDQQQMUBSPYM

CSSD—0.0%[…]0.0%

QQQ0.0%—[…]52.5%

MUB[…][…]—[…]

SPYM0.0%52.5%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.1%SPYM, at 13.7% volatility

MUBWorst drop−6.3%3.8% vol

SPYMWorst drop−8.9%13.7% vol

QQQWorst drop−14.8%21.6% vol

CSSDWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSPYM

+2.9%Year to date+10.9%

5.2%Yield1.0%

[…]Past year+13.1%

0.49%Fee0.02%

2–1SPYM wins

End-of-day Nov 10, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.3%

QQQInvesco

+10.2%

+10.3%Year to date+10.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

2–0QQQM wins

End-of-day Nov 10, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+7.9%

QQQInvesco

+10.2%

+7.9%Year to date+10.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 10, 2026