Compare · 3 funds side by side · dividends reinvested

DDX, MUB and IUSB

DDXDiscipline Funds×MUBiShares×IUSBiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,335DDX · best of the three

02 / 04

DDX, MUB and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Defined Duration 10 ETFBonds & Cash · Other bonds0.29%3.14%+5.6%+7.1%+9.5%+2.5%−4.4%6.0%$77M1.9

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.0B2.0

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B2.1

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: DDX 2021 · MUB 2007 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

Defined Duration 10 ETF · $77M$11,335

DDX

MUB

iShares National Muni Bond ETF · $55.0B$10,432

$10,000 five years ago, dividends reinvested

DDXMeasureMUB

+5.6%Year to dateJan 1 → Nov 9+0.7%

+7.1%1 yearTotal return+1.1%

+9.5%3 years · per year$10,000 became $13,117 · $11,293+4.1%

+2.5%5 years · per year$10,000 became $11,335 · $10,432+0.8%

0.29%Expense ratio$29 · $5 a year on $10k · lower is better0.05%

3.14%Trailing 12-mo yield$314 · $326 a year on $10k3.26%

−4.4%Worst dropSmaller is better−6.3%

6.0%VolatilityLower is calmer3.7%

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

5–3DDX wins

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

More Ways to See the Pairs

DDX vs MUB: Top 5 Holdings

Today

DDX

40.1%in top 5

MUB

in top 5[…]

DDXStockMUB

14.9%VTVnot top 5

14.8%SPDWnot top 5

4.6%VWOnot top 5

3.7%VGLTnot top 5

2.0%VOOnot top 5

Held in common[…]

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

DDX vs MUB Returns, Every Period

Discipline FundsDDX

+2.5%

5 years, per year

MUBiShares

+0.8%

5 years, per year

DDXMUBFaded: behind in that period

4–0DDX wins

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

DDX vs IUSB

YTD

Discipline FundsDDX

+5.6%

IUSBiShares

+0.1%

+5.6%Year to date+0.1%

−4.4%Worst drop · 1Y−4.3%

6.0%Volatility · 1Y3.9%

3.1%Yield4.3%

$76.7MAssets$50.4B

3–1IUSB wins

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

Cost, Income and Risk

Fees: DDX, MUB, IUSB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

IUSB0.06%$6

DDX0.29%$29

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

Yields: DDX, MUB, IUSB

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

MUB3.26%$326

DDX3.14%$314

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

MUB$326 − $5 = $321

DDX$314 − $29 = $285

KeptFee

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

Overlap: DDX, MUB, IUSB

Today

[…]holdings […]

DDXMUBIUSB

DDX—[…][…]

MUB[…]—[…]

IUSB[…][…]—

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

Return vs Bumpiness: 3 ETFs

+7.1%DDX, at 6.0% volatility

MUBWorst drop−6.3%3.7% vol

IUSBWorst drop−4.3%3.9% vol

DDXWorst drop−4.4%6.0% vol

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

Paid More vs Made More

YTD

IUSBDDX

+0.1%Year to date+5.6%

4.3%Yield3.1%

+0.5%Past year+7.1%

0.06%Fee0.29%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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