Compare · 4 funds side by side · dividends reinvested

MUB, CSPF, SCHD and SGOV

MUBiShares×CSPFCohenSteers×SCHDSchwab×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

MUB, CSPF, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$116B2.1

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.3

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.72%+3.4%+4.2%[…][…]−3.2%4.4%$419M2.3

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: MUB 2007 · CSPF 2025 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

MUB

CSPF

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

$10,000 five years ago, dividends reinvested

MUBMeasureCSPF

+0.7%Year to dateJan 1 → Nov 9+3.4%

+1.1%1 yearTotal return+4.2%

+4.1%3 years · per year$10,000 became $11,293 · […][…]

+0.8%5 years · per year$10,000 became $10,432 · […][…]

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

3.26%Trailing 12-mo yield$326 · $572 a year on $10k5.72%

−6.3%Worst dropSmaller is better−3.2%

3.7%VolatilityLower is calmer4.4%

MUBCSPF 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

MUB vs CSPF: Top 5 Holdings

Today

MUB

[…]in top 5

CSPF

in top 52.1%

MUBStockCSPF

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

MUB vs CSPF Returns, Every Period

iSharesMUB

+1.1%

past year

CSPFCohenSteers

+4.2%

past year

MUBCSPFFaded: behind in that period

0–2CSPF wins

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

Bonds vs Income: MUB vs CSPF

YTD

iSharesMUB

+0.7%

CSPFCohenSteers

+3.4%

+0.7%Year to date+3.4%

−6.3%Worst drop · 1Y−3.2%

3.7%Volatility · 1Y4.4%

3.3%Yield5.7%

$55.1BAssets$419M

3–1CSPF wins

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

Cost, Income and Risk

Fees: MUB, CSPF, SCHD, SGOV

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

SGOV0.09%$9

CSPF0.59%$59

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

Yields: MUB, CSPF, SCHD, SGOV

5.72%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.72%$572

SGOV3.63%$363

MUB3.26%$326

SCHD2.96%$296

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

Income After Fees on $10,000

$513most kept, CSPF

CSPF$572 − $59 = $513

SGOV$363 − $9 = $354

MUB$326 − $5 = $321

SCHD$296 − $6 = $290

KeptFee

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

Overlap: MUB, CSPF, SCHD, SGOV

Today

0.0%most shared, CSPF and SCHD

MUBCSPFSCHDSGOV

MUB—[…][…][…]

CSPF[…]—0.0%[…]

SCHD[…]0.0%—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SGOVWorst drop0.0%0.2% vol

MUBWorst drop−6.3%3.7% vol

CSPFWorst drop−3.2%4.4% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

CSPFSCHD

+3.4%Year to date+33.2%

5.7%Yield3.0%

+4.2%Past year+39.1%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

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