Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, MUB and SCHD

CSSDCohenSteers×SCMCSterling Capital×MUBiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

CSSD, SCMC, MUB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M2.0

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B2.0

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.41%+1.5%[…][…][…][…][…]$262M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · MUB 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SCMC

MUB

iShares National Muni Bond ETF · $54.9B$10,414

$10,000 five years ago, dividends reinvested

SCMCMeasureMUB

+1.5%Year to dateJan 1 → Nov 6+0.5%

[…]1 yearTotal return+0.9%

[…]3 years · per year$10,000 became […] · $11,418+4.5%

[…]5 years · per year$10,000 became […] · $10,414+0.8%

0.55%Expense ratio$55 · $5 a year on $10k · lower is better0.05%

4.41%Trailing 12-mo yield$441 · $327 a year on $10k3.27%

[…]Worst dropSmaller is better−6.3%

[…]VolatilityLower is calmer3.7%

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

2–1SCMC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCMC vs MUB: Top 5 Holdings

Today

SCMC

2.9%in top 5

MUB

in top 5[…]

SCMCStockMUB

1.4%APOSnot top 5

0.5%KEY-PInot top 5

0.5%AEFCnot top 5

0.5%ATH-PAnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SCMC vs MUB Returns, Every Period

Sterling CapitalSCMC

[…]

past year

MUBiShares

+0.9%

past year

SCMCMUBFaded: behind in that period

1–0SCMC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCMC vs CSSD

YTD

Sterling CapitalSCMC

+1.5%

CSSDCohenSteers

+2.8%

+1.5%Year to date+2.8%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

4.4%Yield5.2%

$262MAssets$69.5M

2–0CSSD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SCMC, MUB, SCHD

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

CSSD0.49%$49

SCMC0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, SCMC, MUB, SCHD

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

SCMC4.41%$441

MUB3.27%$327

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

SCMC$441 − $55 = $386

MUB$327 − $5 = $322

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSSD, SCMC, MUB, SCHD

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCMUBSCHD

CSSD—0.8%[…]0.0%

SCMC0.8%—[…]0.0%

MUB[…][…]—[…]

SCHD0.0%0.0%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

MUBWorst drop−6.3%3.7% vol

SCHDWorst drop−6.9%11.7% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCHD

+2.8%Year to date+31.4%

5.2%Yield3.0%

[…]Past year+37.0%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026