BSMR vs VTEB

ABSMR

BVTEB

Measures won2–3VTEB wins · of 6 · 5Y

$10,000 · 5Y$10,357BSMR · VTEB $10,353

Lowest cost0.03%VTEB · $3 on $10k

Most income3.49%VTEB · $349 on $10k

Smallest drop−1.9%BSMR · worst fall in 1Y

Held in common[…]BSMR and VTEB

BSMR

VTEB

Invesco BulletShares 2027 Municipal Bond ETF · $373MVanguard Tax-Exempt Bond ETF · $49.6B

+4.0%3 years · per year$11,250 · $11,353+4.3%

+0.7%5 years · per year$10,357 · $10,353+0.7%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

2.73%12-mo yield$273 · $349 on $10k3.49%

−1.9%Worst dropSmaller wins−6.6%

1.7%VolatilityLower wins3.6%

2–3VTEB wins

$10,000 · 5 yearsOne scale

Shared top holdingsBSMR · VTEB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ABSMR	Invesco BulletShares 2027 Municipal Bond ETFRead Desk		0.18%	2.73%	−0.3%	+1.5%	+2.0%	+4.0%	+0.7%	−1.9%	$373M
2	BVTEB	Vanguard Tax-Exempt Bond ETFRead Desk		0.03%	3.49%	0.0%	−0.3%	+0.1%	+4.3%	+0.7%	−6.6%	$49.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABSMR	Invesco BulletShares 2027 Municipal Bond ETFRead Desk		0.18%	2.73%	−0.3%	+1.5%	+2.0%	+4.0%	+0.7%	−1.9%	$373M
2	BVTEB	Vanguard Tax-Exempt Bond ETFRead Desk		0.03%	3.49%	0.0%	−0.3%	+0.1%	+4.3%	+0.7%	−6.6%	$49.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BSMR vs VTEB

BSMR

Invesco BulletShares 2027 Municipal Bond

$10,357

VTEB

Vanguard Tax-Exempt Bond

$10,353

MeasureBSMRVTEB

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield2.73%3.49%

5 years, per year+0.7%+0.7%

3 years, per year+4.0%+4.3%

Worst drop · 1Y−1.9%−6.6%

Volatility · 1Y1.7%3.6%

3–2measures won
VTEB first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: BSMR, VTEB

Today

[…]holdings […]

BSMRVTEB

BSMR—[…]

VTEB[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$346most kept, VTEB

VTEB$349 − $3 = $346

BSMR$273 − $18 = $255

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee