Compare · 3 funds side by side · dividends reinvested

PRIV, IUSB and MUB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,414MUB · best of the three

02 / 04

PRIV, IUSB and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B1.6

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.8

State Street IG Public & Private Credit ETFBonds & Cash · Corporate0.55%4.67%+0.0%+0.7%[…][…]−4.4%3.9%$811M2.5

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: PRIV 2025 · IUSB 2014 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

State Street IG Public & Private Credit ETF · $811M[…]

PRIV

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,138

$10,000 five years ago, dividends reinvested

PRIVMeasureIUSB

+0.0%Year to dateJan 1 → Nov 6+0.1%

+0.7%1 yearTotal return+0.8%

[…]3 years · per year$10,000 became […] · $11,774+5.6%

[…]5 years · per year$10,000 became […] · $10,138+0.3%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

4.67%Trailing 12-mo yield$467 · $434 a year on $10k4.34%

−4.4%Worst dropSmaller is better−4.3%

3.9%VolatilityLower is calmer3.9%

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

1–4IUSB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRIV vs IUSB: Top 5 Holdings

Today

PRIV

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

PRIV vs IUSB Returns, Every Period

SPDRPRIV

+0.7%

past year

IUSBiShares

+0.8%

past year

PRIVIUSBFaded: behind in that period

0–2IUSB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PRIV vs IUSB

YTD

SPDRPRIV

+0.0%

IUSBiShares

+0.1%

+0.0%Year to date+0.1%

−4.4%Worst drop · 1Y−4.3%

3.9%Volatility · 1Y3.9%

4.7%Yield4.3%

$811MAssets$50.4B

2–1IUSB wins

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

Cost, Income and Risk

Fees: PRIV, IUSB, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

IUSB0.06%$6

PRIV0.55%$55

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

Yields: PRIV, IUSB, MUB

4.67%highest, PRIV

FundTrailing yieldYield$10k

PRIV4.67%$467

IUSB4.34%$434

MUB3.27%$327

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

PRIV$467 − $55 = $412

MUB$327 − $5 = $322

KeptFee

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

Overlap: PRIV, IUSB, MUB

Today

[…]holdings […]

PRIVIUSBMUB

PRIV—[…][…]

IUSB[…]—[…]

MUB[…][…]—

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

Return vs Bumpiness: 3 ETFs

+0.9%MUB, at 3.7% volatility

MUBWorst drop−6.3%3.7% vol

IUSBWorst drop−4.3%3.9% vol

PRIVWorst drop−4.4%3.9% vol

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

Paid More vs Made More

YTD

PRIVMUB

+0.0%Year to date+0.5%

4.7%Yield3.3%

+0.7%Past year+0.9%

0.55%Fee0.05%

3–1MUB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026