Compare · 2 funds side by side · dividends reinvested

RMOP and SUB

RMOPRockefeller×SUBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,853SUB · best of the two

02 / 04

RMOP and SUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.6%+2.4%+3.4%+1.7%−1.9%1.4%$13.3B1.3

Rockefeller Opportunistic Municipal Bond ETFBonds & Cash · Municipal0.80%5.26%+1.6%+2.0%[…][…]−8.1%4.8%$480M1.7

Rank among the two1st → 2ndFee, 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: RMOP 2024 · SUB 2008

Head to Head

Swap sides Versus in desk

Head to Head

Rockefeller Opportunistic Municipal Bond ETF · $480M[…]

RMOP

SUB

iShares Short-Term National Muni Bond ETF · $13.3B$10,853

$10,000 five years ago, dividends reinvested

RMOPMeasureSUB

+1.6%Year to dateJan 1 → Nov 5+1.6%

+2.0%1 yearTotal return+2.4%

[…]3 years · per year$10,000 became […] · $11,053+3.4%

[…]5 years · per year$10,000 became […] · $10,853+1.7%

0.80%Expense ratio$80 · $7 a year on $10k · lower is better0.07%

5.26%Trailing 12-mo yield$526 · $257 a year on $10k2.57%

−8.1%Worst dropSmaller is better−1.9%

4.8%VolatilityLower is calmer1.4%

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

1–4SUB wins

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

More Ways to See the Pairs

RMOP vs SUB: Top 5 Holdings

Today

RMOP

[…]in top 5

SUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

RMOP vs SUB Returns, Every Period

RockefellerRMOP

+2.0%

past year

SUBiShares

+2.4%

past year

RMOPSUBFaded: behind in that period

0–1SUB wins

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

RMOP vs SUB

YTD

RockefellerRMOP

+1.6%

SUBiShares

+1.6%

+1.6%Year to date+1.6%

−8.1%Worst drop · 1Y−1.9%

4.8%Volatility · 1Y1.4%

5.3%Yield2.6%

$480MAssets$13.3B

2–1SUB wins

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

Cost, Income and Risk

Fees: RMOP, SUB

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

RMOP0.80%$80

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

Yields: RMOP, SUB

5.26%highest, RMOP

FundTrailing yieldYield$10k

RMOP5.26%$526

SUB2.57%$257

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

Income After Fees on $10,000

$446most kept, RMOP

RMOP$526 − $80 = $446

SUB$257 − $7 = $250

KeptFee

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

Overlap: RMOP, SUB

Today

[…]holdings […]

RMOPSUB

RMOP—[…]

SUB[…]—

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

Return vs Bumpiness: 2 ETFs

+2.4%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

RMOPWorst drop−8.1%4.8% vol

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

Paid More vs Made More

YTD

RMOPSUB

+1.6%Year to date+1.6%

5.3%Yield2.6%

+2.0%Past year+2.4%

0.80%Fee0.07%

2–1SUB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026