Compare · 3 funds side by side · dividends reinvested

IUSB, CSPF and VYM

IUSBiShares×CSPFCohenSteers×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

IUSB, CSPF and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.8

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.72%+3.4%+4.2%[…][…]−3.2%4.4%$419M1.8

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.5B2.1

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: IUSB 2014 · CSPF 2025 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.5B$10,151

IUSB

CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF · $419M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureCSPF

+0.1%Year to dateJan 1 → Nov 9+3.4%

+0.5%1 yearTotal return+4.2%

+5.4%3 years · per year$10,000 became $11,705 · […][…]

+0.3%5 years · per year$10,000 became $10,151 · […][…]

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

4.33%Trailing 12-mo yield$433 · $572 a year on $10k5.72%

−4.3%Worst dropSmaller is better−3.2%

3.9%VolatilityLower is calmer4.4%

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

2–4CSPF wins

End-of-day Nov 9, 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-PQ0.5%

not top 5PRS0.4%

not top 5ALL-PH0.4%

not top 5AHL-PE0.4%

Held in common[…]

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

IUSB vs CSPF Returns, Every Period

iSharesIUSB

+0.5%

past year

CSPFCohenSteers

+4.2%

past year

IUSBCSPFFaded: behind in that period

0–2CSPF wins

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

Bonds vs Income: IUSB vs CSPF

YTD

iSharesIUSB

+0.1%

CSPFCohenSteers

+3.4%

+0.1%Year to date+3.4%

−4.3%Worst drop · 1Y−3.2%

3.9%Volatility · 1Y4.4%

4.3%Yield5.7%

$50.5BAssets$419M

3–1CSPF wins

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

Cost, Income and Risk

Fees: IUSB, CSPF, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

IUSB0.06%$6

CSPF0.59%$59

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

Yields: IUSB, CSPF, VYM

5.72%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.72%$572

IUSB4.33%$433

VYM2.26%$226

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

Income After Fees on $10,000

$513most kept, CSPF

CSPF$572 − $59 = $513

IUSB$433 − $6 = $427

VYM$226 − $4 = $222

KeptFee

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

Overlap: IUSB, CSPF, VYM

Today

0.0%most shared, CSPF and VYM

IUSBCSPFVYM

IUSB—[…][…]

CSPF[…]—0.0%

VYM[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+19.5%VYM, at 10.8% volatility

IUSBWorst drop−4.3%3.9% vol

CSPFWorst drop−3.2%4.4% vol

VYMWorst drop−6.7%10.8% vol

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

Paid More vs Made More

YTD

CSPFVYM

+3.4%Year to date+15.4%

5.7%Yield2.3%

+4.2%Past year+19.5%

0.59%Fee0.04%

3–1VYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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