Compare · 2 funds side by side · dividends reinvested

SUB and CGMU

SUBiShares×CGMUCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,841SUB · best of the two

02 / 04

SUB and CGMU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.5%+2.3%+3.4%+1.6%−1.9%1.4%$13.3B1.3

Capital Group Municipal Income ETFBonds & Cash · Municipal0.27%3.41%+0.8%+1.4%+5.4%[…]−5.6%3.0%$7.5B1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: SUB 2008 · CGMU 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Short-Term National Muni Bond ETF · $13.3B$10,841

SUB

CGMU

Capital Group Municipal Income ETF · $7.5B[…]

$10,000 five years ago, dividends reinvested

SUBMeasureCGMU

+1.5%Year to dateJan 1 → Nov 4+0.8%

+2.3%1 yearTotal return+1.4%

+3.4%3 years · per year$10,000 became $11,044 · $11,695+5.4%

+1.6%5 years · per year$10,000 became $10,841 · […][…]

0.07%Expense ratio$7 · $27 a year on $10k · lower is better0.27%

2.57%Trailing 12-mo yield$257 · $341 a year on $10k3.41%

−1.9%Worst dropSmaller is better−5.6%

1.4%VolatilityLower is calmer3.0%

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

5–2SUB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SUB vs CGMU: Top 5 Holdings

Today

SUB

[…]in top 5

CGMU

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SUB vs CGMU Returns, Every Period

iSharesSUB

+2.3%

past year

CGMUCapital Group

+1.4%

past year

SUBCGMUFaded: behind in that period

2–1SUB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SUB vs CGMU

YTD

iSharesSUB

+1.5%

CGMUCapital Group

+0.8%

+1.5%Year to date+0.8%

−1.9%Worst drop · 1Y−5.6%

1.4%Volatility · 1Y3.0%

2.6%Yield3.4%

$13.3BAssets$7.5B

3–1SUB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SUB, CGMU

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

CGMU0.27%$27

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SUB, CGMU

3.41%highest, CGMU

FundTrailing yieldYield$10k

CGMU3.41%$341

SUB2.57%$257

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$314most kept, CGMU

CGMU$341 − $27 = $314

SUB$257 − $7 = $250

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SUB, CGMU

Today

[…]holdings […]

SUBCGMU

SUB—[…]

CGMU[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.3%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

CGMUWorst drop−5.6%3.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CGMUSUB

+0.8%Year to date+1.5%

3.4%Yield2.6%

+1.4%Past year+2.3%

0.27%Fee0.07%

3–1SUB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026