Compare · 3 funds side by side · dividends reinvested

IBMP, SUB and BNDX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,853SUB · best of the three

02 / 04

IBMP, SUB and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Dec 2027 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.55%+1.8%+2.5%+3.8%+0.9%−0.6%1.0%$683M1.8

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.6%+2.4%+3.4%+1.7%−1.9%1.4%$13.3B1.9

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.2%+4.7%+0.4%−3.2%3.8%$82.9B2.3

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: IBMP 2019 · SUB 2008 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2027 Term Muni Bond ETF · $683M$10,450

IBMP

SUB

iShares Short-Term National Muni Bond ETF · $13.3B$10,853

$10,000 five years ago, dividends reinvested

IBMPMeasureSUB

+1.8%Year to dateJan 1 → Nov 5+1.6%

+2.5%1 yearTotal return+2.4%

+3.8%3 years · per year$10,000 became $11,170 · $11,053+3.4%

+0.9%5 years · per year$10,000 became $10,450 · $10,853+1.7%

0.10%Expense ratio$10 · $7 a year on $10k · lower is better0.07%

2.55%Trailing 12-mo yield$255 · $257 a year on $10k2.57%

−0.6%Worst dropSmaller is better−1.9%

1.0%VolatilityLower is calmer1.4%

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

5–3IBMP wins

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

More Ways to See the Pairs

IBMP vs SUB: Top 5 Holdings

Today

IBMP

[…]in top 5

SUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IBMP vs SUB Returns, Every Period

iSharesIBMP

+0.9%

5 years, per year

SUBiShares

+1.7%

5 years, per year

IBMPSUBFaded: behind in that period

3–1IBMP wins

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

IBMP vs BNDX

YTD

iSharesIBMP

+1.8%

BNDXVanguard

+0.8%

+1.8%Year to date+0.8%

−0.6%Worst drop · 1Y−3.2%

1.0%Volatility · 1Y3.8%

2.6%Yield4.6%

$683MAssets$82.9B

3–1IBMP wins

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

Cost, Income and Risk

Fees: IBMP, SUB, BNDX

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

BNDX0.07%$7

IBMP0.10%$10

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

Yields: IBMP, SUB, BNDX

4.64%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.64%$464

SUB2.57%$257

IBMP2.55%$255

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

Income After Fees on $10,000

$457most kept, BNDX

BNDX$464 − $7 = $457

SUB$257 − $7 = $250

IBMP$255 − $10 = $245

KeptFee

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

Overlap: IBMP, SUB, BNDX

Today

[…]holdings […]

IBMPSUBBNDX

IBMP—[…][…]

SUB[…]—[…]

BNDX[…][…]—

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

Return vs Bumpiness: 3 ETFs

+2.5%IBMP, at 1.0% volatility

IBMPWorst drop−0.6%1.0% vol

SUBWorst drop−1.9%1.4% vol

BNDXWorst drop−3.2%3.8% vol

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

Paid More vs Made More

YTD

BNDXIBMP

+0.8%Year to date+1.8%

4.6%Yield2.6%

+0.2%Past year+2.5%

0.07%Fee0.10%

2–2level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026