Compare · 2 funds side by side · dividends reinvested

SJLD and MUB

SJLDSanJac Alpha×MUBiShares×

Versus in desk

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

02 / 04

SJLD and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SanJac Alpha Low Duration ETFBonds & Cash · Ultra-short0.35%5.16%+2.3%+2.3%[…][…]−1.1%1.4%$2M1.2

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B1.6

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: SJLD 2024 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

SanJac Alpha Low Duration ETF · $2M[…]

SJLD

MUB

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

$10,000 five years ago, dividends reinvested

SJLDMeasureMUB

+2.3%Year to dateJan 1 → Nov 5+0.5%

+2.3%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%

5.16%Trailing 12-mo yield$516 · $327 a year on $10k3.27%

−1.1%Worst dropSmaller is better−6.3%

1.4%VolatilityLower is calmer3.7%

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

5–1SJLD wins

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

More Ways to See the Pairs

SJLD vs MUB: Top 5 Holdings

Today

SJLD

24.2%in top 5

MUB

in top 5[…]

SJLDStockMUB

6.6%PMTVnot top 5

6.6%PMTWnot top 5

4.4%MFAOnot top 5

3.3%CIMOnot top 5

3.3%MFANnot top 5

Held in common[…]

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

SJLD vs MUB Returns, Every Period

SanJac AlphaSJLD

+2.3%

past year

MUBiShares

+0.9%

past year

SJLDMUBFaded: behind in that period

2–0SJLD wins

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

SJLD vs MUB

YTD

SanJac AlphaSJLD

+2.3%

MUBiShares

+0.5%

+2.3%Year to date+0.5%

−1.1%Worst drop · 1Y−6.3%

1.4%Volatility · 1Y3.7%

5.2%Yield3.3%

$2.2MAssets$54.9B

4–0SJLD wins

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

Cost, Income and Risk

Fees: SJLD, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SJLD0.35%$35

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

Yields: SJLD, MUB

5.16%highest, SJLD

FundTrailing yieldYield$10k

SJLD5.16%$516

MUB3.27%$327

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

Income After Fees on $10,000

$481most kept, SJLD

SJLD$516 − $35 = $481

MUB$327 − $5 = $322

KeptFee

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

Overlap: SJLD, MUB

Today

[…]holdings […]

SJLDMUB

SJLD—[…]

MUB[…]—

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

Return vs Bumpiness: 2 ETFs

+2.3%SJLD, at 1.4% volatility

SJLDWorst drop−1.1%1.4% vol

MUBWorst drop−6.3%3.7% vol

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

Paid More vs Made More

YTD

SJLDMUB

+2.3%Year to date+0.5%

5.2%Yield3.3%

+2.3%Past year+0.9%

0.35%Fee0.05%

3–1SJLD 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026