MUB vs CSPF

AMUB

BCSPF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · SGOV $12,091

Lowest cost0.05%MUB · $5 on $10k

Most income5.72%CSPF · $572 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]MUB and CSPF

MUB

CSPF

iShares National Muni Bond ETF · $55.1BCohen & Steers Preferred and Income Opportunities Active ETF · $419M

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

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

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

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

−6.3%Worst dropSmaller wins−3.2%

3.7%VolatilityLower wins4.4%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMUB · 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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
4	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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
4	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

MUB vs CSPF

MUB

iShares National Muni Bond

$10,432

CSPF

Cohen & Steers Preferred and Income Opportunities Active

[…]

MeasureMUBCSPF

Fee0.05%0.59%

Cost on $10k a year$5$59

Yield3.26%5.72%

5 years, per year+0.8%[…]

3 years, per year+4.1%[…]

Worst drop · 1Y−6.3%−3.2%

Volatility · 1Y3.7%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

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

Overlap: MUB, CSPF, SGOV, SCHD

Today

0.0%most shared, CSPF and SCHD

MUBCSPFSGOVSCHD

MUB—[…][…][…]

CSPF[…]—[…]0.0%

SGOV[…][…]—[…]

SCHD[…]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

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