Compare · 3 funds side by side · dividends reinvested

SHM, MUB and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,509QQQ · best of the three

02 / 04

SHM, MUB and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B1.9

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.0%+3.4%+1.1%−2.7%1.8%$3.5B2.0

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B2.1

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: SHM 2007 · MUB 2007 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,564

SHM

MUB

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

$10,000 five years ago, dividends reinvested

SHMMeasureMUB

+1.4%Year to dateJan 1 → Nov 6+0.5%

+2.0%1 yearTotal return+0.9%

+3.4%3 years · per year$10,000 became $11,042 · $11,418+4.5%

+1.1%5 years · per year$10,000 became $10,564 · $10,414+0.8%

0.20%Expense ratio$20 · $5 a year on $10k · lower is better0.05%

2.70%Trailing 12-mo yield$270 · $327 a year on $10k3.27%

−2.7%Worst dropSmaller is better−6.3%

1.8%VolatilityLower is calmer3.7%

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

5–3SHM wins

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

More Ways to See the Pairs

SHM vs MUB: Top 5 Holdings

Today

SHM

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SHM vs MUB Returns, Every Period

SPDRSHM

+1.1%

5 years, per year

MUBiShares

+0.8%

5 years, per year

SHMMUBFaded: behind in that period

3–1SHM wins

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

SHM vs MUB

YTD

SPDRSHM

+1.4%

MUBiShares

+0.5%

+1.4%Year to date+0.5%

−2.7%Worst drop · 1Y−6.3%

1.8%Volatility · 1Y3.7%

2.7%Yield3.3%

$3.5BAssets$54.9B

3–1SHM wins

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

Cost, Income and Risk

Fees: SHM, MUB, QQQ

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

QQQ0.18%$18

SHM0.20%$20

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

Yields: SHM, MUB, QQQ

3.27%highest, MUB

FundTrailing yieldYield$10k

MUB3.27%$327

SHM2.70%$270

QQQ0.47%$47

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

Income After Fees on $10,000

$322most kept, MUB

MUB$327 − $5 = $322

SHM$270 − $20 = $250

QQQ$47 − $18 = $29

KeptFee

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

Overlap: SHM, MUB, QQQ

Today

[…]holdings […]

SHMMUBQQQ

SHM—[…][…]

MUB[…]—[…]

QQQ[…][…]—

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

Return vs Bumpiness: 3 ETFs

+5.8%QQQ, at 21.3% volatility

SHMWorst drop−2.7%1.8% vol

MUBWorst drop−6.3%3.7% vol

QQQWorst drop−14.8%21.3% vol

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

Paid More vs Made More

YTD

MUBQQQ

+0.5%Year to date+7.2%

3.3%Yield0.5%

+0.9%Past year+5.8%

0.05%Fee0.18%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−0.3%

QQQInvesco

+7.2%

−0.3%Year to date+7.2%

0.94% · $94Fee · on $10k a year0.18% · $18

$27.1BAssets$469B

2–0QQQ wins

End-of-day Nov 6, 2026

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