Compare · 3 funds side by side · dividends reinvested

PSDM, MUB and AGG

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

02 / 04

PSDM, MUB and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PGIM Short Duration Multi-SectoBonds & Cash · Short-term0.40%4.45%+1.5%+2.4%+5.6%[…]−1.2%1.7%$278M1.4

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B2.1

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: PSDM 2023 · MUB 2007 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

PGIM Short Duration Multi-Secto · $278M[…]

PSDM

MUB

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

$10,000 five years ago, dividends reinvested

PSDMMeasureMUB

+1.5%Year to dateJan 1 → Nov 5+0.5%

+2.4%1 yearTotal return+0.9%

+5.6%3 years · per year$10,000 became $11,768 · $11,418+4.5%

[…]5 years · per year$10,000 became […] · $10,414+0.8%

0.40%Expense ratio$40 · $5 a year on $10k · lower is better0.05%

4.45%Trailing 12-mo yield$445 · $327 a year on $10k3.27%

−1.2%Worst dropSmaller is better−6.3%

1.7%VolatilityLower is calmer3.7%

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

6–1PSDM wins

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

More Ways to See the Pairs

PSDM vs MUB: Top 5 Holdings

Today

PSDM

5.5%in top 5

MUB

in top 5[…]

PSDMStockMUB

4.1%PAAAnot top 5

1.3%PCSnot top 5

0.1%PHYLnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

PSDM vs MUB Returns, Every Period

PGIMPSDM

+2.4%

past year

MUBiShares

+0.9%

past year

PSDMMUBFaded: behind in that period

3–0PSDM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PSDM vs AGG

YTD

PGIMPSDM

+1.5%

AGGiShares

+0.1%

+1.5%Year to date+0.1%

−1.2%Worst drop · 1Y−4.6%

1.7%Volatility · 1Y4.1%

4.4%Yield4.1%

$278MAssets$139B

4–0PSDM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSDM, MUB, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

MUB0.05%$5

PSDM0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PSDM, MUB, AGG

4.45%highest, PSDM

FundTrailing yieldYield$10k

PSDM4.45%$445

AGG4.12%$412

MUB3.27%$327

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

PSDM$445 − $40 = $405

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PSDM, MUB, AGG

Today

[…]holdings […]

PSDMMUBAGG

PSDM—[…][…]

MUB[…]—[…]

AGG[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+2.4%PSDM, at 1.7% volatility

PSDMWorst drop−1.2%1.7% vol

MUBWorst drop−6.3%3.7% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PSDMMUB

+1.5%Year to date+0.5%

4.4%Yield3.3%

+2.4%Past year+0.9%

0.40%Fee0.05%

3–1PSDM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026