Compare · 3 funds side by side · dividends reinvested

SHM, MUB and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,583VIG · best of the three

Story of the three · IncomeMost incomeMUB · 3.28% · $328 a year on $10k

Story of the three · RiskSmallest drop

SHM, MUB and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.8

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.3%+1.9%+3.2%+1.1%−2.7%1.8%$3.5B2.0

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.3%+0.7%+3.8%+0.8%−6.3%3.8%$55.1B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: SHM 2007 · MUB 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SHM

MUB

iShares National Muni Bond ETF · $55.1B$10,381

$10,000 five years ago, dividends reinvested

SHMMeasure

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 10, 2026 · share of each fund

SHM vs MUB Returns, Every Period

5Y

SPDRSHM

Cost, Income and Risk

Fees: SHM, MUB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MUB0.05%$5

SHM0.20%$20

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

Yields: SHM, MUB, VIG

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

MUB

+1.3%Year to dateJan 1 → Nov 10+0.3%

+1.9%1 yearTotal return+0.7%

+3.2%3 years · per year$10,000 became $10,986 · $11,169+3.8%

+1.1%5 years · per year$10,000 became $10,564 · $10,381+0.8%

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

2.70%Trailing 12-mo yield$270 · $328 a year on $10k3.28%

−2.7%Worst dropSmaller is better−6.3%

1.8%VolatilityLower is calmer3.8%

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

5–3SHM wins

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

+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 10, 2026 · dividends in · faded = behind in that period

SHM vs MUB

YTD

SPDRSHM

+1.3%

MUBiShares

+0.3%

+1.3%Year to date+0.3%

−2.7%Worst drop · 1Y−6.3%

1.8%Volatility · 1Y3.8%

2.7%Yield3.3%

$3.5BAssets$55.1B

3–1SHM wins

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

3.28%highest, MUB

FundTrailing yieldYield$10k

MUB3.28%$328

SHM2.70%$270

VIG1.46%$146

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

Income After Fees on $10,000

1Y

$323most kept, MUB

MUB$328 − $5 = $323

SHM$270 − $20 = $250

VIG$146 − $4 = $142

KeptFee

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

Overlap: SHM, MUB, VIG

Today

[…]holdings […]

SHMMUBVIG

SHM—[…][…]

MUB[…]—[…]

VIG[…][…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+17.8%VIG, at 11.0% volatility

SHMWorst drop−2.7%1.8% vol

MUBWorst drop−6.3%3.8% vol

VIGWorst drop−7.9%11.0% vol

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

Paid More vs Made More

YTD

MUBVIG

+0.3%Year to date+15.1%

3.3%Yield1.5%

+0.7%Past year+17.8%

0.05%Fee0.04%

3–1VIG wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SHM, MUB and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three