Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, AGG and MUB

CSSDCohenSteers×SCMCSterling Capital×AGGiShares×MUBiShares×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$10,302MUB · best of the four

Story of the four · IncomeMost incomeCSSD · 5.25% · $525 a year on $10k

Story of the four · RiskSmallest drop

CSSD, SCMC, AGG and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$70M1.7

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.18%−1.4%−1.3%+4.3%−0.4%−4.6%4.2%$138B2.0

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.29%−0.3%−0.2%+3.4%+0.6%−6.3%3.9%$54.9B2.0

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.41%+1.4%[…][…][…][…][…]$262M2.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · AGG 2003 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Sterling Capital Multi-Strategy Income ETF · $262M[…]

SCMC

More Ways to See the Pairs

SCMC vs CSSD: Top 5 Holdings

Today

SCMC

2.9%in top 5

CSSD

in top 52.7%

SCMCStockCSSD

1.4%APOS0.8%

not top 5RZC0.9%

0.5%KEY-PInot top 5

0.5%AEFCnot top 5

0.5%ATH-PA

Cost, Income and Risk

Fees: CSSD, SCMC, AGG, MUB

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

MUB0.05%$5

CSSD0.49%$49

SCMC0.55%$55

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

BND vs AGG

YTD

VanguardBND

−1.3%

AGGiShares

−1.4%

−1.3%Year to date−1.4%

4.2%Yield4.2%

$161BAssets$138B

1–0BND wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

CSSD

Cohen & Steers Short Duration Preferred and Income Active ETF · $70M[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

SCMCMeasureCSSD

+1.4%Year to dateJan 1 → Nov 12+2.8%

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $49 a year on $10k · lower is better0.49%

4.41%Trailing 12-mo yield$441 · $525 a year on $10k5.25%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

0–3CSSD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5AQNB0.4%

not top 5RF-PF0.4%

not top 5MTB-PJ0.4%

Held in common0.8%

End-of-day Nov 12, 2026 · share of each fund

SCMC vs CSSD Returns, Every Period

1Y

Sterling CapitalSCMC

[…]

past year

CSSDCohenSteers

[…]

past year

SCMCCSSDFaded: behind in that period

0–1CSSD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCMC vs CSSD

YTD

Sterling CapitalSCMC

+1.4%

CSSDCohenSteers

+2.8%

+1.4%Year to date+2.8%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

4.4%Yield5.2%

$262MAssets$69.6M

2–0CSSD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSSD, SCMC, AGG, MUB

1Y

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

SCMC4.41%$441

AGG4.18%$418

MUB3.29%$329

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

Income After Fees on $10,000

1Y

$476most kept, CSSD

CSSD$525 − $49 = $476

AGG$418 − $3 = $415

SCMC$441 − $55 = $386

MUB$329 − $5 = $324

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSSD, SCMC, AGG, MUB

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCAGGMUB

CSSD—0.8%[…][…]

SCMC0.8%—[…][…]

AGG[…][…]—[…]

MUB[…][…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

−0.2%MUB, at 3.9% volatility

MUBWorst drop−6.3%3.9% vol

AGGWorst drop−4.6%4.2% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCMC

+2.8%Year to date+1.4%

5.2%Yield4.4%

[…]Past year[…]

0.49%Fee0.55%

3–0CSSD wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

Loading…

CSSD, SCMC, AGG and MUB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four