Compare · 3 funds side by side · dividends reinvested

CSSD, VOO and MUB

CSSDCohenSteers×VOOVanguard×MUBiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

CSSD, VOO and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B1.9

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.22%+3.4%[…][…][…][…][…]$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 9, 2026 · returns include dividends · since: CSSD 2025 · VOO 2010 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

MUB

iShares National Muni Bond ETF · $55.1B$10,432

$10,000 five years ago, dividends reinvested

VOOMeasureMUB

+11.3%Year to dateJan 1 → Nov 9+0.7%

+13.6%1 yearTotal return+1.1%

+22.0%3 years · per year$10,000 became $18,159 · $11,293+4.1%

+11.9%5 years · per year$10,000 became $17,543 · $10,432+0.8%

0.03%Expense ratio$3 · $5 a year on $10k · lower is better0.05%

1.07%Trailing 12-mo yield$107 · $326 a year on $10k3.26%

−8.9%Worst dropSmaller is better−6.3%

13.7%VolatilityLower is calmer3.7%

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

5–3VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs MUB: Top 5 Holdings

Today

VOO

28.3%in top 5

MUB

in top 5[…]

VOOStockMUB

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

VOO vs MUB Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

MUBiShares

+0.8%

5 years, per year

VOOMUBFaded: behind in that period

4–0VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Bonds: VOO vs CSSD

YTD

VanguardVOO

+11.3%

CSSDCohenSteers

+3.4%

+11.3%Year to date+3.4%

−8.9%Worst drop · 1Y[…]

13.7%Volatility · 1Y[…]

1.1%Yield5.2%

$1.00TAssets$69.5M

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, VOO, MUB

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MUB0.05%$5

CSSD0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSSD, VOO, MUB

5.22%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.22%$522

MUB3.26%$326

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

MUB$326 − $5 = $321

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSSD, VOO, MUB

Today

0.0%most shared, CSSD and VOO

CSSDVOOMUB

CSSD—0.0%[…]

VOO0.0%—[…]

MUB[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

MUBWorst drop−6.3%3.7% vol

VOOWorst drop−8.9%13.7% vol

CSSDWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDVOO

+3.4%Year to date+11.3%

5.2%Yield1.1%

[…]Past year+13.6%

0.49%Fee0.03%

2–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026