Compare · 3 funds side by side · dividends reinvested

DFIP, IBID and MUB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,414MUB · best of the three

02 / 04

DFIP, IBID and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Oct 2027 Term TIPS ETFBonds & Cash · Treasuries0.10%4.31%+3.4%+3.7%+5.6%[…]−0.6%1.1%$159M1.3

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B2.3

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.31%−0.1%−0.4%+4.9%[…]−4.3%3.7%$1.1B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFIP 2021 · IBID 2023 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

MUB

iShares National Muni Bond ETF · $54.9B$10,414

$10,000 five years ago, dividends reinvested

DFIPMeasureMUB

−0.1%Year to dateJan 1 → Nov 5+0.5%

−0.4%1 yearTotal return+0.9%

+4.9%3 years · per year$10,000 became $11,548 · $11,418+4.5%

[…]5 years · per year$10,000 became […] · $10,414+0.8%

0.11%Expense ratio$11 · $5 a year on $10k · lower is better0.05%

5.31%Trailing 12-mo yield$531 · $327 a year on $10k3.27%

−4.3%Worst dropSmaller is better−6.3%

3.7%VolatilityLower is calmer3.7%

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

3–3Level

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

More Ways to See the Pairs

DFIP vs MUB: Top 5 Holdings

Today

DFIP

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DFIP vs MUB Returns, Every Period

DimensionalDFIP

−0.4%

past year

MUBiShares

+0.9%

past year

DFIPMUBFaded: behind in that period

1–2MUB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFIP vs IBID

YTD

DimensionalDFIP

−0.1%

IBIDiShares

+3.4%

−0.1%Year to date+3.4%

−4.3%Worst drop · 1Y−0.6%

3.7%Volatility · 1Y1.1%

5.3%Yield4.3%

$1.1BAssets$159M

3–1IBID wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, IBID, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

IBID0.10%$10

DFIP0.11%$11

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFIP, IBID, MUB

5.31%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.31%$531

IBID4.31%$431

MUB3.27%$327

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

IBID$431 − $10 = $421

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFIP, IBID, MUB

Today

[…]holdings […]

DFIPIBIDMUB

DFIP—[…][…]

IBID[…]—[…]

MUB[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.7%IBID, at 1.1% volatility

IBIDWorst drop−0.6%1.1% vol

DFIPWorst drop−4.3%3.7% vol

MUBWorst drop−6.3%3.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPIBID

−0.1%Year to date+3.4%

5.3%Yield4.3%

−0.4%Past year+3.7%

0.11%Fee0.10%

3–1IBID wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026