Compare · 3 funds side by side · dividends reinvested

MUB, CSPF and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

MUB, CSPF 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%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.4

Cohen & Steers Preferred and Income Opportunities Active ETFIncome · Dividend stocks0.59%5.81%+1.9%+2.6%[…][…]−3.2%4.1%$392M2.2

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.7B2.3

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 · SGOV 2020

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

+0.5%Year to dateJan 1 → Nov 5+1.9%

+0.9%1 yearTotal return+2.6%

+4.5%3 years · per year$10,000 became $11,418 · […][…]

+0.8%5 years · per year$10,000 became $10,414 · […][…]

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

3.27%Trailing 12-mo yield$327 · $581 a year on $10k5.81%

−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

+0.9%

past year

CSPFCohenSteers

+2.6%

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

+0.5%

CSPFCohenSteers

+1.9%

+0.5%Year to date+1.9%

−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, SGOV

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SGOV0.09%$9

CSPF0.59%$59

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

Yields: MUB, CSPF, SGOV

5.81%highest, CSPF

FundTrailing yieldYield$10k

CSPF5.81%$581

SGOV3.63%$363

MUB3.27%$327

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

Income After Fees on $10,000

$522most kept, CSPF

CSPF$581 − $59 = $522

SGOV$363 − $9 = $354

MUB$327 − $5 = $322

KeptFee

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

Overlap: MUB, CSPF, SGOV

Today

[…]holdings […]

MUBCSPFSGOV

MUB—[…][…]

CSPF[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

MUBWorst drop−6.3%3.7% vol

CSPFWorst drop−3.2%4.1% vol

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

Paid More vs Made More

YTD

CSPFSGOV

+1.9%Year to date+3.1%

5.8%Yield3.6%

+2.6%Past year+3.7%

0.59%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026