Compare · 2 funds side by side · dividends reinvested

SUB and APMU

SUBiShares×APMUActivePassive×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,853SUB · best of the two

02 / 04

SUB and APMU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.6%+2.4%+3.4%+1.7%−1.9%1.4%$13.3B1.1

ActivePassive Intermediate Municipal Bond ETFBonds & Cash · Municipal0.35%2.53%+0.6%+1.0%+3.8%[…]−5.0%3.1%$257M1.9

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: SUB 2008 · APMU 2023

Head to Head

Swap sides Versus in desk

Head to Head

iShares Short-Term National Muni Bond ETF · $13.3B$10,853

SUB

APMU

ActivePassive Intermediate Municipal Bond ETF · $257M[…]

$10,000 five years ago, dividends reinvested

SUBMeasureAPMU

+1.6%Year to dateJan 1 → Nov 5+0.6%

+2.4%1 yearTotal return+1.0%

+3.4%3 years · per year$10,000 became $11,053 · $11,195+3.8%

+1.7%5 years · per year$10,000 became $10,853 · […][…]

0.07%Expense ratio$7 · $35 a year on $10k · lower is better0.35%

2.57%Trailing 12-mo yield$257 · $253 a year on $10k2.53%

−1.9%Worst dropSmaller is better−5.0%

1.4%VolatilityLower is calmer3.1%

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

6–1SUB wins

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

More Ways to See the Pairs

SUB vs APMU: Top 5 Holdings

Today

SUB

[…]in top 5

APMU

in top 53.1%

SUBStockAPMU

not top 5MUB3.1%

Held in common[…]

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

SUB vs APMU Returns, Every Period

iSharesSUB

+2.4%

past year

APMUActivePassive

+1.0%

past year

SUBAPMUFaded: behind in that period

2–1SUB wins

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

SUB vs APMU

YTD

iSharesSUB

+1.6%

APMUActivePassive

+0.6%

+1.6%Year to date+0.6%

−1.9%Worst drop · 1Y−5.0%

1.4%Volatility · 1Y3.1%

2.6%Yield2.5%

$13.3BAssets$257M

4–0SUB wins

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

Cost, Income and Risk

Fees: SUB, APMU

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

APMU0.35%$35

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

Yields: SUB, APMU

2.57%highest, SUB

FundTrailing yieldYield$10k

SUB2.57%$257

APMU2.53%$253

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

Income After Fees on $10,000

$250most kept, SUB

SUB$257 − $7 = $250

APMU$253 − $35 = $218

KeptFee

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

Overlap: SUB, APMU

Today

[…]holdings […]

SUBAPMU

SUB—[…]

APMU[…]—

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

Return vs Bumpiness: 2 ETFs

+2.4%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

APMUWorst drop−5.0%3.1% vol

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

Paid More vs Made More

YTD

SUBAPMU

+1.6%Year to date+0.6%

2.6%Yield2.5%

+2.4%Past year+1.0%

0.07%Fee0.35%

4–0SUB 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026