Compare · 3 funds side by side · dividends reinvested

CSSD, SCSB and MUB

CSSDCohenSteers×SCSBSterling Capital×MUBiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,414MUB · best of the three

02 / 03

CSSD, SCSB and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.7B1.4

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M1.7

Sterling Capital Funds - Sterling Capital Short Duration Bond ETFBonds & Cash · Short-term0.33%3.56%[…][…][…][…][…][…]$32M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · SCSB 2026 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

Sterling Capital Funds - Sterling Capital Short Duration Bond ETF · $32M[…]

SCSB

MUB

iShares National Muni Bond ETF · $54.7B$10,414

$10,000 five years ago, dividends reinvested

SCSBMeasureMUB

[…]Year to dateJan 1 → Nov 5+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%

0.33%Expense ratio$33 · $5 a year on $10k · lower is better0.05%

3.56%Trailing 12-mo yield$356 · $327 a year on $10k3.27%

[…]Worst dropSmaller is better−6.3%

[…]VolatilityLower is calmer3.7%

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

1–1Level

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

More Ways to See the Pairs

SCSB vs MUB: Top 5 Holdings

Today

SCSB

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SCSB vs MUB Returns, Every Period

Sterling CapitalSCSB

[…]

past year

MUBiShares

+0.9%

past year

Returns […]

SCSBMUBFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SCSB vs CSSD

YTD

Sterling CapitalSCSB

[…]

CSSDCohenSteers

+2.7%

[…]Year to date+2.7%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

3.6%Yield5.3%

$32.1MAssets$68.6M

1–0CSSD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SCSB, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCSB0.33%$33

CSSD0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSSD, SCSB, MUB

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

SCSB3.56%$356

MUB3.27%$327

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

SCSB$356 − $33 = $323

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CSSD, SCSB, MUB

Today

[…]holdings […]

CSSDSCSBMUB

CSSD—[…][…]

SCSB[…]—[…]

MUB[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+0.9%MUB, at 3.7% volatility

MUBWorst drop−6.3%3.7% vol

CSSDWorst drop[…][…]

SCSBWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDMUB

+2.7%Year to date+0.5%

5.3%Yield3.3%

[…]Past year+0.9%

0.49%Fee0.05%

2–1CSSD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026