Compare · 3 funds side by side · dividends reinvested

LMBS, MUB and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

LMBS, MUB and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.4

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.15%+1.7%+2.7%+6.0%+3.2%−2.0%2.1%$6.6B1.9

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: LMBS 2014 · MUB 2007 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Opportunities ETF · $6.6B$11,706

LMBS

MUB

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

$10,000 five years ago, dividends reinvested

LMBSMeasureMUB

+1.7%Year to dateJan 1 → Nov 6+0.5%

+2.7%1 yearTotal return+0.9%

+6.0%3 years · per year$10,000 became $11,913 · $11,418+4.5%

+3.2%5 years · per year$10,000 became $11,706 · $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 6, 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 6, 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 6, 2026 · dividends in · faded = behind in that period

LMBS vs SGOV

YTD

First TrustLMBS

+1.7%

SGOViShares

+3.2%

+1.7%Year to date+3.2%

−2.0%Worst drop · 1Y+0.0%

2.1%Volatility · 1Y0.2%

4.2%Yield3.6%

$6.6BAssets$117B

3–1SGOV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LMBS, MUB, SGOV

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SGOV0.09%$9

LMBS0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LMBS, MUB, SGOV

4.15%highest, LMBS

FundTrailing yieldYield$10k

LMBS4.15%$415

SGOV3.63%$363

MUB3.27%$327

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

LMBS$415 − $66 = $349

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LMBS, MUB, SGOV

Today

[…]holdings […]

LMBSMUBSGOV

LMBS—[…][…]

MUB[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

LMBSWorst drop−2.0%2.1% vol

MUBWorst drop−6.3%3.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

LMBSSGOV

+1.7%Year to date+3.2%

4.2%Yield3.6%

+2.7%Past year+3.8%

0.66%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026