Compare · 2 funds side by side · dividends reinvested

SUB and DFNM

SUBiShares×DFNMDimensional×

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 DFNM, 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%$13.4B1.3

Dimensional - National Municipal Bond ETFBonds & Cash · Municipal0.18%3.00%+1.1%+1.8%+3.8%[…]−4.6%2.4%$2.3B1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: SUB 2008 · DFNM 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

SUB

DFNM

Dimensional - National Municipal Bond ETF · $2.3B[…]

$10,000 five years ago, dividends reinvested

SUBMeasureDFNM

+1.6%Year to dateJan 1 → Nov 6+1.1%

+2.5%1 yearTotal return+1.8%

+3.4%3 years · per year$10,000 became $11,045 · $11,189+3.8%

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

0.07%Expense ratio$7 · $18 a year on $10k · lower is better0.18%

2.57%Trailing 12-mo yield$257 · $300 a year on $10k3.00%

−1.9%Worst dropSmaller is better−4.6%

1.4%VolatilityLower is calmer2.4%

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

5–2SUB wins

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

More Ways to See the Pairs

SUB vs DFNM: Top 5 Holdings

Today

SUB

[…]in top 5

DFNM

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SUB vs DFNM Returns, Every Period

iSharesSUB

+2.5%

past year

DFNMDimensional

+1.8%

past year

SUBDFNMFaded: behind in that period

2–1SUB wins

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

SUB vs DFNM

YTD

iSharesSUB

+1.6%

DFNMDimensional

+1.1%

+1.6%Year to date+1.1%

−1.9%Worst drop · 1Y−4.6%

1.4%Volatility · 1Y2.4%

2.6%Yield3.0%

$13.4BAssets$2.3B

3–1SUB wins

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

Cost, Income and Risk

Fees: SUB, DFNM

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

DFNM0.18%$18

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

Yields: SUB, DFNM

3.00%highest, DFNM

FundTrailing yieldYield$10k

DFNM3.00%$300

SUB2.57%$257

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

Income After Fees on $10,000

$282most kept, DFNM

DFNM$300 − $18 = $282

SUB$257 − $7 = $250

KeptFee

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

Overlap: SUB, DFNM

Today

[…]holdings […]

SUBDFNM

SUB—[…]

DFNM[…]—

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

DFNMWorst drop−4.6%2.4% vol

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

Paid More vs Made More

YTD

DFNMSUB

+1.1%Year to date+1.6%

3.0%Yield2.6%

+1.8%Past year+2.5%

0.18%Fee0.07%

3–1SUB 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