Compare · 2 funds side by side · dividends reinvested

SUB and FMB

SUBiShares×FMBFirst Trust×

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 FMB, 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

First Trust Managed Municipal ETFBonds & Cash · Municipal0.39%3.75%+0.1%+0.6%+4.5%+0.5%−6.8%3.6%$1.9B1.8

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 · FMB 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

SUB

FMB

First Trust Managed Municipal ETF · $1.9B$10,263

$10,000 five years ago, dividends reinvested

SUBMeasureFMB

+1.5%Year to dateJan 1 → Nov 4+0.1%

+2.3%1 yearTotal return+0.6%

+3.4%3 years · per year$10,000 became $11,044 · $11,422+4.5%

+1.6%5 years · per year$10,000 became $10,841 · $10,263+0.5%

0.07%Expense ratio$7 · $39 a year on $10k · lower is better0.39%

2.57%Trailing 12-mo yield$257 · $375 a year on $10k3.75%

−1.9%Worst dropSmaller is better−6.8%

1.4%VolatilityLower is calmer3.6%

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

6–2SUB 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 FMB: Top 5 Holdings

Today

SUB

[…]in top 5

FMB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SUB vs FMB Returns, Every Period

iSharesSUB

+1.6%

5 years, per year

FMBFirst Trust

+0.5%

5 years, per year

SUBFMBFaded: behind in that period

3–1SUB wins

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

SUB vs FMB

YTD

iSharesSUB

+1.5%

FMBFirst Trust

+0.1%

+1.5%Year to date+0.1%

−1.9%Worst drop · 1Y−6.8%

1.4%Volatility · 1Y3.6%

2.6%Yield3.7%

$13.3BAssets$1.9B

3–1SUB wins

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

Cost, Income and Risk

Fees: SUB, FMB

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

FMB0.39%$39

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

Yields: SUB, FMB

3.75%highest, FMB

FundTrailing yieldYield$10k

FMB3.75%$375

SUB2.57%$257

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

Income After Fees on $10,000

$336most kept, FMB

FMB$375 − $39 = $336

SUB$257 − $7 = $250

KeptFee

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

Overlap: SUB, FMB

Today

[…]holdings […]

SUBFMB

SUB—[…]

FMB[…]—

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

FMBWorst drop−6.8%3.6% vol

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

Paid More vs Made More

YTD

FMBSUB

+0.1%Year to date+1.5%

3.7%Yield2.6%

+0.6%Past year+2.3%

0.39%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