MUB vs EVPF

AMUB

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,414MUB

Lowest cost0.05%MUB · $5 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−6.3%MUB · worst fall in 1Y

Held in common[…]MUB and EVPF

MUB

EVPF

iShares National Muni Bond ETF · $54.7BEaton Vance Preferred Securities and Income ETF · $58M

+4.5%3 years · per year$11,418 · […][…]

+0.8%5 years · per year$10,414 · […][…]

0.05%Expense ratio$5 · $20 on $10k · lower wins0.20%

3.27%12-mo yield$327 · $377 on $10k3.77%

−6.3%Worst dropSmaller wins[…]

3.7%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMUB · EVPF

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

Held in common[…]

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

All Three

5Y3 funds

#
1	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.7B
2	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M

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

All Three

5Y3 funds

#
1	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.7B
2	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M

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

Cards for this view

MUB vs EVPF

MUB

iShares National Muni Bond

$10,414

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasureMUBEVPF

Fee0.05%0.20%

Cost on $10k a year$5$20

Yield3.27%3.77%

5 years, per year+0.8%[…]

3 years, per year+4.5%[…]

Worst drop · 1Y−6.3%[…]

Volatility · 1Y3.7%[…]

1–1measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSSD, EVPF, MUB

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFMUB

CSSD—0.7%[…]

EVPF0.7%—[…]

MUB[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

EVPF$377 − $20 = $357

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee