Compare · 2 funds side by side · dividends reinvested

LMBS and MUB

LMBSFirst Trust×MUBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,704LMBS · best of the two

02 / 04

LMBS and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.15%+1.6%+2.4%+6.1%+3.2%−2.0%2.1%$6.6B1.1

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.7B1.9

Rank among the two1st → 2ndFee, 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: LMBS 2014 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Opportunities ETF · $6.6B$11,704

LMBS

MUB

iShares National Muni Bond ETF · $54.7B$10,414

$10,000 five years ago, dividends reinvested

LMBSMeasureMUB

+1.6%Year to dateJan 1 → Nov 5+0.5%

+2.4%1 yearTotal return+0.9%

+6.1%3 years · per year$10,000 became $11,929 · $11,418+4.5%

+3.2%5 years · per year$10,000 became $11,704 · $10,414+0.8%

0.66%Expense ratio$66 · $5 a year on $10k · lower is better0.05%

4.15%Trailing 12-mo yield$415 · $327 a year on $10k3.27%

−2.0%Worst dropSmaller is better−6.3%

2.1%VolatilityLower is calmer3.7%

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

7–1LMBS wins

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

More Ways to See the Pairs

LMBS vs MUB: Top 5 Holdings

Today

LMBS

0.1%in top 5

MUB

in top 5[…]

LMBSStockMUB

0.0%MGOVnot top 5

0.0%LGOVnot top 5

0.0%SCIOnot top 5

0.0%CAAAnot top 5

Held in common[…]

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

LMBS vs MUB Returns, Every Period

First TrustLMBS

+3.2%

5 years, per year

MUBiShares

+0.8%

5 years, per year

LMBSMUBFaded: behind in that period

4–0LMBS wins

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

LMBS vs MUB

YTD

First TrustLMBS

+1.6%

MUBiShares

+0.5%

+1.6%Year to date+0.5%

−2.0%Worst drop · 1Y−6.3%

2.1%Volatility · 1Y3.7%

4.2%Yield3.3%

$6.6BAssets$54.7B

4–0LMBS wins

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

Cost, Income and Risk

Fees: LMBS, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

LMBS0.66%$66

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

Yields: LMBS, MUB

4.15%highest, LMBS

FundTrailing yieldYield$10k

LMBS4.15%$415

MUB3.27%$327

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

Income After Fees on $10,000

$349most kept, LMBS

LMBS$415 − $66 = $349

MUB$327 − $5 = $322

KeptFee

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

Overlap: LMBS, MUB

Today

[…]holdings […]

LMBSMUB

LMBS—[…]

MUB[…]—

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

Return vs Bumpiness: 2 ETFs

+2.4%LMBS, at 2.1% volatility

LMBSWorst drop−2.0%2.1% 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

LMBSMUB

+1.6%Year to date+0.5%

4.2%Yield3.3%

+2.4%Past year+0.9%

0.66%Fee0.05%

3–1LMBS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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