Compare · 3 funds side by side · dividends reinvested

MUB, CSPF and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

MUB, CSPF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.78%+2.4%+2.9%[…][…]−3.2%4.1%$392M1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.9

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.7B2.0

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: MUB 2007 · CSPF 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

MUB

CSPF

Cohen & Steers Preferred and Income Opportunities Active ETF · $392M[…]

$10,000 five years ago, dividends reinvested

MUBMeasureCSPF

+0.1%Year to dateJan 1 → Nov 5+2.4%

+0.7%1 yearTotal return+2.9%

+4.4%3 years · per year$10,000 became $11,374 · […][…]

+0.7%5 years · per year$10,000 became $10,373 · […][…]

0.05%Expense ratio$5 · $59 a year on $10k · lower is better0.59%

3.28%Trailing 12-mo yield$328 · $578 a year on $10k5.78%

−6.3%Worst dropSmaller is better−3.2%

3.7%VolatilityLower is calmer4.1%

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

2–4CSPF wins

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

More Ways to See the Pairs

MUB vs CSPF: Top 5 Holdings

Today

MUB

[…]in top 5

CSPF

in top 52.0%

MUBStockCSPF

not top 5MS-PQ0.5%

not top 5PRS0.4%

not top 5BAC-PN0.4%

not top 5NBS.L0.4%

not top 5APOS0.3%

Held in common[…]

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

MUB vs CSPF Returns, Every Period

iSharesMUB

+0.7%

past year

CSPFCohenSteers

+2.9%

past year

MUBCSPFFaded: behind in that period

0–2CSPF wins

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

Bonds vs Income: MUB vs CSPF

YTD

iSharesMUB

+0.1%

CSPFCohenSteers

+2.4%

+0.1%Year to date+2.4%

−6.3%Worst drop · 1Y−3.2%

3.7%Volatility · 1Y4.1%

3.3%Yield5.8%

$54.7BAssets$392M

3–1CSPF wins

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

Cost, Income and Risk

Fees: MUB, CSPF, SCHD

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

CSPF0.59%$59

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

Yields: MUB, CSPF, SCHD

5.78%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.78%$578

MUB3.28%$328

SCHD2.91%$291

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

Income After Fees on $10,000

$519most kept, CSPF

CSPF$578 − $59 = $519

MUB$328 − $5 = $323

SCHD$291 − $6 = $285

KeptFee

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

Overlap: MUB, CSPF, SCHD

Today

0.0%most shared, CSPF and SCHD

MUBCSPFSCHD

MUB—[…][…]

CSPF[…]—0.0%

SCHD[…]0.0%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

MUBWorst drop−6.3%3.7% vol

CSPFWorst drop−3.2%4.1% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

CSPFSCHD

+2.4%Year to date+35.3%

5.8%Yield2.9%

+2.9%Past year+41.6%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026