IUSB vs CSPF

AIUSB

BCSPF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,254VYM · IUSB $10,151

Lowest cost0.04%VYM · $4 on $10k

Most income5.72%CSPF · $572 on $10k

Smallest drop−3.2%CSPF · worst fall in 1Y

Held in common[…]IUSB and CSPF

IUSB

CSPF

iShares Core Universal USD Bond ETF · $50.5BCohen & Steers Preferred and Income Opportunities Active ETF · $419M

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

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

0.06%Expense ratio$6 · $59 on $10k · lower wins0.59%

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

−4.3%Worst dropSmaller wins−3.2%

3.9%VolatilityLower wins4.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSB · CSPF

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B
3	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.72%	+1.4%	+3.4%	+4.2%	new	new	−3.2%	$419M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B
3	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk	0.59%	5.72%	+1.4%	+3.4%	+4.2%	new	new	−3.2%	$419M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IUSB vs CSPF

IUSB

iShares Core Universal USD Bond

$10,151

CSPF

Cohen & Steers Preferred and Income Opportunities Active

[…]

MeasureIUSBCSPF

Fee0.06%0.59%

Cost on $10k a year$6$59

Yield4.33%5.72%

5 years, per year+0.3%[…]

3 years, per year+5.4%[…]

Worst drop · 1Y−4.3%−3.2%

Volatility · 1Y3.9%4.4%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

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