Compare · 4 funds side by side · dividends reinvested

MUB, SCHD, IUSB and VIG

MUBiShares×SCHDSchwab×IUSBiShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

MUB, SCHD, IUSB and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.5

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.5B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: MUB 2007 · SCHD 2011 · IUSB 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares National Muni Bond ETF · $55.1B$10,432

MUB

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested

MUBMeasureSCHD

+0.7%Year to dateJan 1 → Nov 9+33.2%

+1.1%1 yearTotal return+39.1%

+4.1%3 years · per year$10,000 became $11,293 · $17,123+19.6%

+0.8%5 years · per year$10,000 became $10,432 · $16,459+10.5%

0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%

3.26%Trailing 12-mo yield$326 · $296 a year on $10k2.96%

−6.3%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.8%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MUB vs SCHD: Top 5 Holdings

Today

MUB

[…]in top 5

SCHD

in top 521.4%

MUBStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

MUB vs SCHD Returns, Every Period

iSharesMUB

+0.8%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

MUBSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MUB vs IUSB

YTD

iSharesMUB

+0.7%

IUSBiShares

+0.1%

+0.7%Year to date+0.1%

−6.3%Worst drop · 1Y−4.3%

3.7%Volatility · 1Y3.9%

3.3%Yield4.3%

$55.1BAssets$50.5B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MUB, SCHD, IUSB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MUB0.05%$5

SCHD0.06%$6

IUSB0.06%$6

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MUB, SCHD, IUSB, VIG

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

MUB3.26%$326

SCHD2.96%$296

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

MUB$326 − $5 = $321

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MUB, SCHD, IUSB, VIG

Today

14.5%most shared, SCHD and VIG

MUBSCHDIUSBVIG

MUB—[…][…][…]

SCHD[…]—[…]14.5%

IUSB[…][…]—[…]

VIG[…]14.5%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

MUBWorst drop−6.3%3.7% vol

IUSBWorst drop−4.3%3.9% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBSCHD

+0.1%Year to date+33.2%

4.3%Yield3.0%

+0.5%Past year+39.1%

0.06%Fee0.06%

2–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026