Compare · 2 funds side by side · dividends reinvested

FCAL and SUB

FCALFirst Trust×SUBiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,811SUB · best of the two

Story of the two · IncomeMost incomeFCAL · 3.55% · $355 a year on $10k

Story of the two · RiskSmallest drop

FCAL and SUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.58%+1.1%+1.7%+3.0%+1.6%−1.9%1.4%$13.4B1.3

First Trust California Municipal High Income ETFBonds & Cash · Municipal0.49%3.55%−0.0%+0.2%+3.5%+0.4%−6.9%3.8%$209M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: FCAL 2017 · SUB 2008

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Short-Term National Muni Bond ETF · $13.4B$10,811

SUB

FCAL

First Trust California Municipal High Income ETF · $209M$10,181

$10,000 five years ago, dividends reinvested

SUBMeasureFCAL

+1.1%

More Ways to See the Pairs

SUB vs FCAL: Top 5 Holdings

Today

SUB

[…]in top 5

FCAL

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

SUB vs FCAL Returns, Every Period

5Y

iSharesSUB

Cost, Income and Risk

Fees: FCAL, SUB

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

FCAL0.49%$49

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FCAL, SUB

1Y

3.55%highest, FCAL

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

−0.0%

+1.7%1 yearTotal return+0.2%

+3.0%3 years · per year$10,000 became $10,928 · $11,084+3.5%

+1.6%5 years · per year$10,000 became $10,811 · $10,181+0.4%

0.07%Expense ratio$7 · $49 a year on $10k · lower is better0.49%

2.58%Trailing 12-mo yield$258 · $355 a year on $10k3.55%

−1.9%Worst dropSmaller is better−6.9%

1.4%VolatilityLower is calmer3.8%

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

6–2SUB wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

+1.6%

5 years, per year

FCALFirst Trust

+0.4%

5 years, per year

SUBFCALFaded: behind in that period

3–1SUB wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SUB vs FCAL

YTD

iSharesSUB

+1.1%

FCALFirst Trust

−0.0%

+1.1%Year to date−0.0%

−1.9%Worst drop · 1Y−6.9%

1.4%Volatility · 1Y3.8%

2.6%Yield3.5%

$13.4BAssets$209M

3–1SUB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

FCAL3.55%$355

SUB2.58%$258

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

Income After Fees on $10,000

1Y

$306most kept, FCAL

FCAL$355 − $49 = $306

SUB$258 − $7 = $251

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FCAL, SUB

Today

[…]holdings […]

FCALSUB

FCAL—[…]

SUB[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+1.7%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

FCALWorst drop−6.9%3.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FCALSUB

−0.0%Year to date+1.1%

3.5%Yield2.6%

+0.2%Past year+1.7%

0.49%Fee0.07%

3–1SUB wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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FCAL and SUB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two