Compare · 3 funds side by side · dividends reinvested

SUSB, MUB and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SUSB, MUB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware 1-5 Year USD Corporate Bond ETFBonds & Cash · Corporate0.12%4.60%+1.2%+2.2%+5.5%+2.5%−1.6%2.1%$1.3B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B2.4

Rank among the three1st → 3rdFee, 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: SUSB 2017 · MUB 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B$11,290

SUSB

MUB

iShares National Muni Bond ETF · $55.0B$10,414

$10,000 five years ago, dividends reinvested

SUSBMeasureMUB

+1.2%Year to dateJan 1 → Nov 6+0.5%

+2.2%1 yearTotal return+0.9%

+5.5%3 years · per year$10,000 became $11,743 · $11,418+4.5%

+2.5%5 years · per year$10,000 became $11,290 · $10,414+0.8%

0.12%Expense ratio$12 · $5 a year on $10k · lower is better0.05%

4.60%Trailing 12-mo yield$460 · $327 a year on $10k3.27%

−1.6%Worst dropSmaller is better−6.3%

2.1%VolatilityLower is calmer3.7%

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

7–1SUSB wins

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

More Ways to See the Pairs

SUSB vs MUB: Top 5 Holdings

Today

SUSB

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SUSB vs MUB Returns, Every Period

iSharesSUSB

+2.5%

5 years, per year

MUBiShares

+0.8%

5 years, per year

SUSBMUBFaded: behind in that period

4–0SUSB wins

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

SUSB vs MUB

YTD

iSharesSUSB

+1.2%

MUBiShares

+0.5%

+1.2%Year to date+0.5%

−1.6%Worst drop · 1Y−6.3%

2.1%Volatility · 1Y3.7%

4.6%Yield3.3%

$1.3BAssets$55.0B

4–0SUSB wins

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

Cost, Income and Risk

Fees: SUSB, MUB, SCHD

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

SUSB0.12%$12

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

Yields: SUSB, MUB, SCHD

4.60%highest, SUSB

FundTrailing yieldYield$10k

SUSB4.60%$460

MUB3.27%$327

SCHD3.00%$300

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

Income After Fees on $10,000

$448most kept, SUSB

SUSB$460 − $12 = $448

MUB$327 − $5 = $322

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SUSB, MUB, SCHD

Today

[…]holdings […]

SUSBMUBSCHD

SUSB—[…][…]

MUB[…]—[…]

SCHD[…][…]—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SUSBWorst drop−1.6%2.1% vol

MUBWorst drop−6.3%3.7% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SUSBSCHD

+1.2%Year to date+31.4%

4.6%Yield3.0%

+2.2%Past year+37.0%

0.12%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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