Compare · 4 funds side by side · dividends reinvested

IUSB, CSPF, BND and SCHD

IUSBiShares×CSPFCohenSteers×BNDVanguard×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

IUSB, CSPF, BND and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B2.1

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.80%+2.0%+2.6%[…][…]−3.2%4.1%$402M2.2

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.9

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: IUSB 2014 · CSPF 2025 · BND 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.4B$10,138

IUSB

CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF · $402M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureCSPF

+0.1%Year to dateJan 1 → Nov 6+2.0%

+0.8%1 yearTotal return+2.6%

+5.6%3 years · per year$10,000 became $11,774 · […][…]

+0.3%5 years · per year$10,000 became $10,138 · […][…]

0.06%Expense ratio$6 · $59 a year on $10k · lower is better0.59%

4.34%Trailing 12-mo yield$434 · $580 a year on $10k5.80%

−4.3%Worst dropSmaller is better−3.2%

3.9%VolatilityLower is calmer4.1%

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

2–4CSPF wins

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

More Ways to See the Pairs

IUSB vs CSPF: Top 5 Holdings

Today

IUSB

[…]in top 5

CSPF

in top 52.1%

IUSBStockCSPF

not top 5BAC-PN0.5%

not top 5MS-PQ0.4%

not top 5PRS0.4%

not top 5ALL-PH0.4%

not top 5NBS.L0.3%

Held in common[…]

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

IUSB vs CSPF Returns, Every Period

iSharesIUSB

+0.8%

past year

CSPFCohenSteers

+2.6%

past year

IUSBCSPFFaded: behind in that period

0–2CSPF wins

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

Bonds vs Income: IUSB vs CSPF

YTD

iSharesIUSB

+0.1%

CSPFCohenSteers

+2.0%

+0.1%Year to date+2.0%

−4.3%Worst drop · 1Y−3.2%

3.9%Volatility · 1Y4.1%

4.3%Yield5.8%

$50.4BAssets$402M

3–1CSPF wins

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

Cost, Income and Risk

Fees: IUSB, CSPF, BND, SCHD

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

IUSB0.06%$6

SCHD0.06%$6

CSPF0.59%$59

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

Yields: IUSB, CSPF, BND, SCHD

5.80%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.80%$580

IUSB4.34%$434

BND4.12%$412

SCHD3.00%$300

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

Income After Fees on $10,000

$521most kept, CSPF

CSPF$580 − $59 = $521

IUSB$434 − $6 = $428

BND$412 − $3 = $409

SCHD$300 − $6 = $294

KeptFee

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

Overlap: IUSB, CSPF, BND, SCHD

Today

0.0%most shared, CSPF and SCHD

IUSBCSPFBNDSCHD

IUSB—[…][…][…]

CSPF[…]—[…]0.0%

BND[…][…]—[…]

SCHD[…]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

IUSBWorst drop−4.3%3.9% vol

BNDWorst drop−4.5%4.0% vol

CSPFWorst drop−3.2%4.1% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

CSPFSCHD

+2.0%Year to date+31.4%

5.8%Yield3.0%

+2.6%Past year+37.0%

0.59%Fee0.06%

3–1SCHD 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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026