Compare · 3 funds side by side · dividends reinvested

IVV, SHM and MUB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

IVV, SHM and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.8

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.3%+2.1%+3.4%+1.1%−2.7%1.8%$3.5B2.0

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

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: IVV 2000 · SHM 2007 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,567

SHM

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested

SHMMeasureIVV

+1.3%Year to dateJan 1 → Nov 5+8.4%

+2.1%1 yearTotal return+9.7%

+3.4%3 years · per year$10,000 became $11,058 · $18,221+22.1%

+1.1%5 years · per year$10,000 became $10,567 · $17,151+11.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.70%Trailing 12-mo yield$270 · $114 a year on $10k1.14%

−2.7%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

SHM vs IVV: Top 5 Holdings

Today

SHM

[…]in top 5

IVV

in top 527.7%

SHMStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

SHM vs IVV Returns, Every Period

SPDRSHM

+1.1%

5 years, per year

IVViShares

+11.4%

5 years, per year

SHMIVVFaded: behind in that period

0–4IVV wins

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

SHM vs MUB

YTD

SPDRSHM

+1.3%

MUBiShares

+0.5%

+1.3%Year to date+0.5%

−2.7%Worst drop · 1Y−6.3%

1.8%Volatility · 1Y3.7%

2.7%Yield3.3%

$3.5BAssets$54.9B

3–1SHM wins

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

Cost, Income and Risk

Fees: IVV, SHM, MUB

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MUB0.05%$5

SHM0.20%$20

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

Yields: IVV, SHM, MUB

3.27%highest, MUB

FundTrailing yieldYield$10k

MUB3.27%$327

SHM2.70%$270

IVV1.14%$114

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

Income After Fees on $10,000

$322most kept, MUB

MUB$327 − $5 = $322

SHM$270 − $20 = $250

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, SHM, MUB

Today

[…]holdings […]

IVVSHMMUB

IVV—[…][…]

SHM[…]—[…]

MUB[…][…]—

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

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

SHMWorst drop−2.7%1.8% vol

MUBWorst drop−6.3%3.7% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

MUBIVV

+0.5%Year to date+8.4%

3.3%Yield1.1%

+0.9%Past year+9.7%

0.05%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

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