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$10,860SUB · 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%+2.5%+3.4%+1.7%−1.9%1.4%$13.4B1.1

ActivePassive Intermediate Municipal Bond ETFBonds & Cash · Municipal0.35%2.53%+0.7%+1.3%+3.8%[…]−5.0%3.1%$258M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SUB 2008 · APMU 2023

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive Intermediate Municipal Bond ETF · $258M[…]

APMU

SUB

iShares Short-Term National Muni Bond ETF · $13.4B$10,860

$10,000 five years ago, dividends reinvested

APMUMeasureSUB

+0.7%Year to dateJan 1 → Nov 6+1.6%

+1.3%1 yearTotal return+2.5%

+3.8%3 years · per year$10,000 became $11,174 · $11,045+3.4%

[…]5 years · per year$10,000 became […] · $10,860+1.7%

0.35%Expense ratio$35 · $7 a year on $10k · lower is better0.07%

2.53%Trailing 12-mo yield$253 · $257 a year on $10k2.57%

−5.0%Worst dropSmaller is better−1.9%

3.1%VolatilityLower is calmer1.4%

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

1–6SUB wins

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

More Ways to See the Pairs

APMU vs SUB: Top 5 Holdings

Today

APMU

3.1%in top 5

SUB

in top 5[…]

APMUStockSUB

3.1%MUBnot top 5

Held in common[…]

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

APMU vs SUB Returns, Every Period

ActivePassiveAPMU

+1.3%

past year

SUBiShares

+2.5%

past year

APMUSUBFaded: behind in that period

1–2SUB wins

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

APMU vs SUB

YTD

ActivePassiveAPMU

+0.7%

SUBiShares

+1.6%

+0.7%Year to date+1.6%

−5.0%Worst drop · 1Y−1.9%

3.1%Volatility · 1Y1.4%

2.5%Yield2.6%

$258MAssets$13.4B

4–0SUB wins

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

Overlap: SUB, APMU

Today

[…]holdings […]

SUBAPMU

SUB—[…]

APMU[…]—

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

Return vs Bumpiness: 2 ETFs

+2.5%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

APMUWorst drop−5.0%3.1% vol

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

Paid More vs Made More

YTD

SUBAPMU

+1.6%Year to date+0.7%

2.6%Yield2.5%

+2.5%Past year+1.3%

0.07%Fee0.35%

4–0SUB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026