Compare · 2 funds side by side · dividends reinvested

RMCA and SUB

RMCARockefeller×SUBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,836SUB · best of the two

02 / 04

RMCA and SUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.58%+1.4%+2.2%+3.4%+1.6%−1.9%1.4%$13.3B1.1

Rockefeller California Municipal Bond ETFBonds & Cash · Municipal0.55%4.44%+0.1%+0.0%[…][…]−7.7%4.4%$18M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: RMCA 2024 · SUB 2008

Head to Head

Swap sides Versus in desk

Head to Head

Rockefeller California Municipal Bond ETF · $18M[…]

RMCA

SUB

iShares Short-Term National Muni Bond ETF · $13.3B$10,836

$10,000 five years ago, dividends reinvested

RMCAMeasureSUB

+0.1%Year to dateJan 1 → Nov 3+1.4%

+0.0%1 yearTotal return+2.2%

[…]3 years · per year$10,000 became […] · $11,047+3.4%

[…]5 years · per year$10,000 became […] · $10,836+1.6%

0.55%Expense ratio$55 · $7 a year on $10k · lower is better0.07%

4.44%Trailing 12-mo yield$444 · $258 a year on $10k2.58%

−7.7%Worst dropSmaller is better−1.9%

4.4%VolatilityLower is calmer1.4%

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

1–5SUB wins

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

More Ways to See the Pairs

RMCA vs SUB: Top 5 Holdings

Today

RMCA

[…]in top 5

SUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

RMCA vs SUB Returns, Every Period

RockefellerRMCA

+0.0%

past year

SUBiShares

+2.2%

past year

RMCASUBFaded: behind in that period

0–2SUB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

RMCA vs SUB

YTD

RockefellerRMCA

+0.1%

SUBiShares

+1.4%

+0.1%Year to date+1.4%

−7.7%Worst drop · 1Y−1.9%

4.4%Volatility · 1Y1.4%

4.4%Yield2.6%

$17.5MAssets$13.3B

3–1SUB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RMCA, SUB

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

RMCA0.55%$55

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RMCA, SUB

4.44%highest, RMCA

FundTrailing yieldYield$10k

RMCA4.44%$444

SUB2.58%$258

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$389most kept, RMCA

RMCA$444 − $55 = $389

SUB$258 − $7 = $251

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RMCA, SUB

Today

[…]holdings […]

RMCASUB

RMCA—[…]

SUB[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.2%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

RMCAWorst drop−7.7%4.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

RMCASUB

+0.1%Year to date+1.4%

4.4%Yield2.6%

+0.0%Past year+2.2%

0.55%Fee0.07%

3–1SUB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026