Compare · 3 funds side by side · dividends reinvested

PWZ, SUB and BND

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,826SUB · best of the three

Story of the three · IncomeMost incomeBND · 4.15% · $415 a year on $10k

Story of the three · RiskSmallest drop

PWZ, SUB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.58%+1.4%+2.1%+3.1%+1.6%−1.9%1.4%$13.4B1.6

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.6%−0.2%−4.5%4.0%$161B1.8

Invesco California AMT-Free Municipal Bond ETFBonds & Cash · Municipal0.28%3.94%−0.6%−0.4%+3.6%−0.3%−9.1%5.0%$1.3B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: PWZ 2007 · SUB 2008 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco California AMT-Free Municipal Bond ETF · $1.3B$9,831

PWZ

BND

Vanguard Total Bond Market ETF · $161B$9,898

$10,000 five years ago, dividends reinvested

PWZMeasureBND

More Ways to See the Pairs

PWZ vs BND: Top 5 Holdings

Today

PWZ

[…]in top 5

BND

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

PWZ vs BND Returns, Every Period

5Y

InvescoPWZ

Cost, Income and Risk

Fees: PWZ, SUB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SUB0.07%$7

PWZ0.28%$28

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

Yields: PWZ, SUB, BND

1Y

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date−0.7%

4.1%Yield4.2%

$161BAssets$138B

1–0AGG wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

−0.6%Year to dateJan 1 → Nov 10−0.7%

−0.4%1 yearTotal return−0.4%

+3.6%3 years · per year$10,000 became $11,108 · $11,428+4.6%

−0.3%5 years · per year$10,000 became $9,831 · $9,898−0.2%

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

3.94%Trailing 12-mo yield$394 · $415 a year on $10k4.15%

−9.1%Worst dropSmaller is better−4.5%

5.0%VolatilityLower is calmer4.0%

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

1–6BND wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

−0.3%

5 years, per year

BNDVanguard

−0.2%

5 years, per year

PWZBNDFaded: behind in that period

1–2BND wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

PWZ vs BND

YTD

InvescoPWZ

−0.6%

BNDVanguard

−0.7%

−0.6%Year to date−0.7%

−9.1%Worst drop · 1Y−4.5%

5.0%Volatility · 1Y4.0%

3.9%Yield4.1%

$1.3BAssets$161B

3–1BND wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

4.15%highest, BND

FundTrailing yieldYield$10k

BND4.15%$415

PWZ3.94%$394

SUB2.58%$258

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$412most kept, BND

BND$415 − $3 = $412

PWZ$394 − $28 = $366

SUB$258 − $7 = $251

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PWZ, SUB, BND

Today

[…]holdings […]

PWZSUBBND

PWZ—[…][…]

SUB[…]—[…]

BND[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+2.1%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

BNDWorst drop−4.5%4.0% vol

PWZWorst drop−9.1%5.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

BNDSUB

−0.7%Year to date+1.4%

4.1%Yield2.6%

−0.4%Past year+2.1%

0.03%Fee0.07%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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PWZ, SUB and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three