MUB vs CSPF

AMUB

BCSPF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,373MUB

Lowest cost0.05%MUB · $5 on $10k

Most income5.78%CSPF · $578 on $10k

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

Held in common[…]MUB and CSPF

MUB

CSPF

iShares National Muni Bond ETF · $54.7BCohen & Steers Preferred and Income Opportunities Active ETF · $392M

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

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

0.05%Expense ratio$5 · $59 on $10k · lower wins0.59%

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

−6.3%Worst dropSmaller wins−3.2%

3.7%VolatilityLower wins4.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMUB · CSPF

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.28%	+0.4%	+0.1%	+0.7%	+4.4%	+0.7%	−6.3%	$54.7B
2	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk		0.59%	5.78%	+0.9%	+2.4%	+2.9%	new	new	−3.2%	$392M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.28%	+0.4%	+0.1%	+0.7%	+4.4%	+0.7%	−6.3%	$54.7B
2	BCSPF	Cohen & Steers Preferred and Income Opportunities Active ETFRead Desk		0.59%	5.78%	+0.9%	+2.4%	+2.9%	new	new	−3.2%	$392M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MUB vs CSPF

MUB

iShares National Muni Bond

$10,373

CSPF

Cohen & Steers Preferred and Income Opportunities Active

[…]

MeasureMUBCSPF

Fee0.05%0.59%

Cost on $10k a year$5$59

Yield3.28%5.78%

5 years, per year+0.7%[…]

3 years, per year+4.4%[…]

Worst drop · 1Y−6.3%−3.2%

Volatility · 1Y3.7%4.1%

2–2measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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 4, 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 4, 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 4, 2026

Overlap: MUB, CSPF

Today

[…]holdings […]

MUBCSPF

MUB—[…]

CSPF[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$519most kept, CSPF

CSPF$578 − $59 = $519

MUB$328 − $5 = $323

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee