CGSM vs MUB

ACGSM

BMUB

Measures won3–2CGSM wins · of 6 · 5Y

$10,000 · 5Y$10,349MUB

Lowest cost0.05%MUB · $5 on $10k

Most income3.30%MUB · $330 on $10k

Smallest drop−2.3%CGSM · worst fall in 1Y

Held in common[…]CGSM and MUB

CGSM

MUB

Capital Group Short Duration Municipal Income ETF · $1.7BiShares National Muni Bond ETF · $54.5B

+4.7%3 years · per year$11,483 · $11,297+4.1%

[…]5 years · per year[…] · $10,349+0.7%

0.25%Expense ratio$25 · $5 on $10k · lower wins0.05%

2.89%12-mo yield$289 · $330 on $10k3.30%

−2.3%Worst dropSmaller wins−6.3%

1.7%VolatilityLower wins3.7%

3–2CGSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGSM · MUB

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	BMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.30%	0.0%	−0.4%	+0.1%	+4.1%	+0.7%	−6.3%	$54.5B
2	ACGSM	Capital Group Short Duration Municipal Income ETFRead Desk		0.25%	2.89%	+0.1%	+1.7%	+2.3%	+4.7%	new	−2.3%	$1.7B

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	BMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.30%	0.0%	−0.4%	+0.1%	+4.1%	+0.7%	−6.3%	$54.5B
2	ACGSM	Capital Group Short Duration Municipal Income ETFRead Desk		0.25%	2.89%	+0.1%	+1.7%	+2.3%	+4.7%	new	−2.3%	$1.7B

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

CGSM vs MUB

CGSM

Capital Group Short Duration Municipal Income

[…]

MUB

iShares National Muni Bond

$10,349

MeasureCGSMMUB

Fee0.25%0.05%

Cost on $10k a year$25$5

Yield2.89%3.30%

5 years, per year[…]+0.7%

3 years, per year+4.7%+4.1%

Worst drop · 1Y−2.3%−6.3%

Volatility · 1Y1.7%3.7%

3–2measures won
CGSM 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: CGSM, MUB

Today

[…]holdings […]

CGSMMUB

CGSM—[…]

MUB[…]—

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

Income After Fees on $10,000

$325most kept, MUB

MUB$330 − $5 = $325

CGSM$289 − $25 = $264

KeptFee

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