Compare · 3 funds side by side · dividends reinvested

SDCP, MUB and IUSB

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

02 / 04

SDCP, MUB and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Newfleet Short Duration Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.12%+2.0%+2.9%[…][…]−1.1%1.2%$13M1.3

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B2.0

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SDCP 2023 · MUB 2007 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Newfleet Short Duration Core Plus Bond ETF · $13M[…]

SDCP

MUB

iShares National Muni Bond ETF · $55.0B$10,414

$10,000 five years ago, dividends reinvested

SDCPMeasureMUB

+2.0%Year to dateJan 1 → Nov 6+0.5%

+2.9%1 yearTotal return+0.9%

[…]3 years · per year$10,000 became […] · $11,418+4.5%

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

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

5.12%Trailing 12-mo yield$512 · $327 a year on $10k3.27%

−1.1%Worst dropSmaller is better−6.3%

1.2%VolatilityLower is calmer3.7%

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

5–1SDCP wins

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

More Ways to See the Pairs

SDCP vs MUB: Top 5 Holdings

Today

SDCP

1.0%in top 5

MUB

in top 5[…]

SDCPStockMUB

1.0%JNKnot top 5

Held in common[…]

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

SDCP vs MUB Returns, Every Period

VirtusSDCP

+2.9%

past year

MUBiShares

+0.9%

past year

SDCPMUBFaded: behind in that period

2–0SDCP wins

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

SDCP vs IUSB

YTD

VirtusSDCP

+2.0%

IUSBiShares

+0.1%

+2.0%Year to date+0.1%

−1.1%Worst drop · 1Y−4.3%

1.2%Volatility · 1Y3.9%

5.1%Yield4.3%

$13.3MAssets$50.4B

4–0SDCP wins

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

Cost, Income and Risk

Fees: SDCP, MUB, IUSB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

IUSB0.06%$6

SDCP0.35%$35

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

Yields: SDCP, MUB, IUSB

5.12%highest, SDCP

FundTrailing yieldYield$10k

SDCP5.12%$512

IUSB4.34%$434

MUB3.27%$327

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

Income After Fees on $10,000

$477most kept, SDCP

SDCP$512 − $35 = $477

IUSB$434 − $6 = $428

MUB$327 − $5 = $322

KeptFee

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

Overlap: SDCP, MUB, IUSB

Today

[…]holdings […]

SDCPMUBIUSB

SDCP—[…][…]

MUB[…]—[…]

IUSB[…][…]—

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

Return vs Bumpiness: 3 ETFs

+2.9%SDCP, at 1.2% volatility

SDCPWorst drop−1.1%1.2% vol

MUBWorst drop−6.3%3.7% vol

IUSBWorst drop−4.3%3.9% vol

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

Paid More vs Made More

YTD

SDCPMUB

+2.0%Year to date+0.5%

5.1%Yield3.3%

+2.9%Past year+0.9%

0.35%Fee0.05%

3–1SDCP 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026