Compare · 3 funds side by side · dividends reinvested

SPYM, MUB and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SPYM, MUB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.4

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: SPYM 2005 · MUB 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

SPYM

MUB

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

$10,000 five years ago, dividends reinvested

SPYMMeasureMUB

+8.8%Year to dateJan 1 → Nov 6+0.5%

+9.8%1 yearTotal return+0.9%

+21.8%3 years · per year$10,000 became $18,082 · $11,418+4.5%

+11.4%5 years · per year$10,000 became $17,192 · $10,414+0.8%

0.02%Expense ratio$2 · $5 a year on $10k · lower is better0.05%

1.05%Trailing 12-mo yield$105 · $327 a year on $10k3.27%

−8.9%Worst dropSmaller is better−6.3%

13.6%VolatilityLower is calmer3.7%

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

5–3SPYM wins

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

More Ways to See the Pairs

SPYM vs MUB: Top 5 Holdings

Today

SPYM

27.8%in top 5

MUB

in top 5[…]

SPYMStockMUB

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPYM vs MUB Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

MUBiShares

+0.8%

5 years, per year

SPYMMUBFaded: behind in that period

4–0SPYM wins

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

Core vs Bonds: SPYM vs MUB

YTD

SPDRSPYM

+8.8%

MUBiShares

+0.5%

+8.8%Year to date+0.5%

−8.9%Worst drop · 1Y−6.3%

13.6%Volatility · 1Y3.7%

1.1%Yield3.3%

$182BAssets$55.0B

3–1MUB wins

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

Cost, Income and Risk

Fees: SPYM, MUB, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MUB0.05%$5

SPY0.09%$9

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

Yields: SPYM, MUB, SPY

3.27%highest, MUB

FundTrailing yieldYield$10k

MUB3.27%$327

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$322most kept, MUB

MUB$327 − $5 = $322

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: SPYM, MUB, SPY

Today

99.9%most shared, SPYM and SPY

SPYMMUBSPY

SPYM—[…]99.9%

MUB[…]—[…]

SPY99.9%[…]—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

MUBWorst drop−6.3%3.7% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

MUBSPYM

+0.5%Year to date+8.8%

3.3%Yield1.1%

+0.9%Past year+9.8%

0.05%Fee0.02%

3–1SPYM 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