Compare · 3 funds side by side · dividends reinvested

BSMY, MUB and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

BSMY, MUB 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$116B1.3

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.0

Invesco BulletShares 2034 Municipal Bond ETFBonds & Cash · Municipal0.18%3.71%+0.3%+0.5%[…][…]−7.9%4.4%$167M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: BSMY 2024 · MUB 2007 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2034 Municipal Bond ETF · $167M[…]

BSMY

MUB

iShares National Muni Bond ETF · $55.1B$10,432

$10,000 five years ago, dividends reinvested

BSMYMeasureMUB

+0.3%Year to dateJan 1 → Nov 9+0.7%

+0.5%1 yearTotal return+1.1%

[…]3 years · per year$10,000 became […] · $11,293+4.1%

[…]5 years · per year$10,000 became […] · $10,432+0.8%

0.18%Expense ratio$18 · $5 a year on $10k · lower is better0.05%

3.71%Trailing 12-mo yield$371 · $326 a year on $10k3.26%

−7.9%Worst dropSmaller is better−6.3%

4.4%VolatilityLower is calmer3.7%

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

1–5MUB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSMY vs MUB: Top 5 Holdings

Today

BSMY

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

BSMY vs MUB Returns, Every Period

InvescoBSMY

+0.5%

past year

MUBiShares

+1.1%

past year

BSMYMUBFaded: behind in that period

0–2MUB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BSMY vs SGOV

YTD

InvescoBSMY

+0.3%

SGOViShares

+3.2%

+0.3%Year to date+3.2%

−7.9%Worst drop · 1Y+0.0%

4.4%Volatility · 1Y0.2%

3.7%Yield3.6%

$167MAssets$116B

3–1SGOV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSMY, MUB, SGOV

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SGOV0.09%$9

BSMY0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BSMY, MUB, SGOV

3.71%highest, BSMY

FundTrailing yieldYield$10k

BSMY3.71%$371

SGOV3.63%$363

MUB3.26%$326

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

BSMY$371 − $18 = $353

MUB$326 − $5 = $321

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BSMY, MUB, SGOV

Today

[…]holdings […]

BSMYMUBSGOV

BSMY—[…][…]

MUB[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

MUBWorst drop−6.3%3.7% vol

BSMYWorst drop−7.9%4.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BSMYSGOV

+0.3%Year to date+3.2%

3.7%Yield3.6%

+0.5%Past year+3.8%

0.18%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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