Compare · 3 funds side by side · dividends reinvested

MUB, SHM and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,542SHM · best of the three

02 / 04

MUB, SHM and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.71%+1.1%+1.7%+3.4%+1.1%−2.7%1.8%$3.5B1.8

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.7B2.1

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.13%−0.2%+0.3%+5.5%−0.1%−4.6%4.1%$139B2.1

Rank among the three1st → 3rdFee, 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 · SHM 2007 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

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

MUB

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,542

$10,000 five years ago, dividends reinvested

MUBMeasureSHM

+0.1%Year to dateJan 1 → Nov 4+1.1%

+0.7%1 yearTotal return+1.7%

+4.4%3 years · per year$10,000 became $11,374 · $11,066+3.4%

+0.7%5 years · per year$10,000 became $10,373 · $10,542+1.1%

0.05%Expense ratio$5 · $20 a year on $10k · lower is better0.20%

3.28%Trailing 12-mo yield$328 · $271 a year on $10k2.71%

−6.3%Worst dropSmaller is better−2.7%

3.7%VolatilityLower is calmer1.8%

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

3–5SHM 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 SHM: Top 5 Holdings

Today

MUB

[…]in top 5

SHM

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

MUB vs SHM Returns, Every Period

iSharesMUB

+0.7%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

MUBSHMFaded: behind in that period

1–3SHM wins

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

MUB vs AGG

YTD

iSharesMUB

+0.1%

AGGiShares

−0.2%

+0.1%Year to date−0.2%

−6.3%Worst drop · 1Y−4.6%

3.7%Volatility · 1Y4.1%

3.3%Yield4.1%

$54.7BAssets$139B

2–2level

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

Cost, Income and Risk

Fees: MUB, SHM, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

MUB0.05%$5

SHM0.20%$20

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

Yields: MUB, SHM, AGG

4.13%highest, AGG

FundTrailing yieldYield$10k

AGG4.13%$413

MUB3.28%$328

SHM2.71%$271

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

Income After Fees on $10,000

$410most kept, AGG

AGG$413 − $3 = $410

MUB$328 − $5 = $323

SHM$271 − $20 = $251

KeptFee

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

Overlap: MUB, SHM, AGG

Today

[…]holdings […]

MUBSHMAGG

MUB—[…][…]

SHM[…]—[…]

AGG[…][…]—

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

Return vs Bumpiness: 3 ETFs

+1.7%SHM, at 1.8% volatility

SHMWorst drop−2.7%1.8% vol

MUBWorst drop−6.3%3.7% vol

AGGWorst drop−4.6%4.1% vol

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

Paid More vs Made More

YTD

AGGSHM

−0.2%Year to date+1.1%

4.1%Yield2.7%

+0.3%Past year+1.7%

0.03%Fee0.20%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

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