Compare · 3 funds side by side · dividends reinvested

PFXF, MUB and IUSB

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$12,617PFXF · best of the three

02 / 04

PFXF, MUB and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B1.8

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B2.0

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+1.3%−11.8%11.4%$2.1B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PFXF 2012 · MUB 2007 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,643

PFXF

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,138

$10,000 five years ago, dividends reinvested

PFXFMeasureIUSB

−2.9%Year to dateJan 1 → Nov 6+0.1%

−0.7%1 yearTotal return+0.8%

+8.1%3 years · per year$10,000 became $12,617 · $11,774+5.6%

+1.3%5 years · per year$10,000 became $10,643 · $10,138+0.3%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

6.54%Trailing 12-mo yield$654 · $434 a year on $10k4.34%

−11.8%Worst dropSmaller is better−4.3%

11.4%VolatilityLower is calmer3.9%

PFXFIUSB Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IUSB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs IUSB: Top 5 Holdings

Today

PFXF

23.4%in top 5

IUSB

in top 5[…]

PFXFStockIUSB

7.6%STRCnot top 5

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.1%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

PFXF vs IUSB Returns, Every Period

VanEckPFXF

+1.3%

5 years, per year

IUSBiShares

+0.3%

5 years, per year

PFXFIUSBFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs IUSB

YTD

VanEckPFXF

−2.9%

IUSBiShares

+0.1%

−2.9%Year to date+0.1%

−11.8%Worst drop · 1Y−4.3%

11.4%Volatility · 1Y3.9%

6.5%Yield4.3%

$2.1BAssets$50.4B

3–1IUSB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, MUB, IUSB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

IUSB0.06%$6

PFXF0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFXF, MUB, IUSB

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

IUSB4.34%$434

MUB3.27%$327

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

IUSB$434 − $6 = $428

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PFXF, MUB, IUSB

Today

[…]holdings […]

PFXFMUBIUSB

PFXF—[…][…]

MUB[…]—[…]

IUSB[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+0.9%MUB, at 3.7% volatility

MUBWorst drop−6.3%3.7% vol

IUSBWorst drop−4.3%3.9% vol

PFXFWorst drop−11.8%11.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFMUB

−2.9%Year to date+0.5%

6.5%Yield3.3%

−0.7%Past year+0.9%

0.40%Fee0.05%

3–1MUB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026