Compare · 2 funds side by side · dividends reinvested

MUB and DFSD

MUBiShares×DFSDDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,373MUB · best of the two

02 / 04

MUB and DFSD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.51%+1.1%+1.9%+5.1%[…]−1.7%2.1%$7.4B1.1

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.7B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: MUB 2007 · DFSD 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares National Muni Bond ETF · $54.7B$10,373

MUB

DFSD

Dimensional - Short Duration Fixed Income ETF · $7.4B[…]

$10,000 five years ago, dividends reinvested

MUBMeasureDFSD

+0.1%Year to dateJan 1 → Nov 4+1.1%

+0.7%1 yearTotal return+1.9%

+4.4%3 years · per year$10,000 became $11,374 · $11,604+5.1%

+0.7%5 years · per year$10,000 became $10,373 · […][…]

0.05%Expense ratio$5 · $17 a year on $10k · lower is better0.17%

3.28%Trailing 12-mo yield$328 · $451 a year on $10k4.51%

−6.3%Worst dropSmaller is better−1.7%

3.7%VolatilityLower is calmer2.1%

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

1–6DFSD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MUB vs DFSD: Top 5 Holdings

Today

MUB

[…]in top 5

DFSD

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

MUB vs DFSD Returns, Every Period

iSharesMUB

+0.7%

past year

DFSDDimensional

+1.9%

past year

MUBDFSDFaded: behind in that period

0–3DFSD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MUB vs DFSD

YTD

iSharesMUB

+0.1%

DFSDDimensional

+1.1%

+0.1%Year to date+1.1%

−6.3%Worst drop · 1Y−1.7%

3.7%Volatility · 1Y2.1%

3.3%Yield4.5%

$54.7BAssets$7.4B

4–0DFSD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MUB, DFSD

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

DFSD0.17%$17

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MUB, DFSD

4.51%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.51%$451

MUB3.28%$328

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$434most kept, DFSD

DFSD$451 − $17 = $434

MUB$328 − $5 = $323

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MUB, DFSD

Today

[…]holdings […]

MUBDFSD

MUB—[…]

DFSD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.9%DFSD, at 2.1% volatility

DFSDWorst drop−1.7%2.1% vol

MUBWorst drop−6.3%3.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFSDMUB

+1.1%Year to date+0.1%

4.5%Yield3.3%

+1.9%Past year+0.7%

0.17%Fee0.05%

3–1DFSD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026