MUB vs SDFI

AMUB

BSDFI

Measures won1–3SDFI wins · of 6 · 5Y

$10,000 · 5Y$10,373MUB · BND $9,950

Lowest cost0.03%BND · $3 on $10k

Most income5.24%CSSD · $524 on $10k

Smallest drop−1.6%SDFI · worst fall in 1Y

Held in common[…]MUB and SDFI

MUB

SDFI

iShares National Muni Bond ETF · $54.5BAlliance Bernstein - AB Short Duration Income ETF · $192M

+4.4%3 years · per year$11,374 · […][…]

+0.7%5 years · per year$10,373 · […][…]

0.05%Expense ratio$5 · $30 on $10k · lower wins0.30%

3.28%12-mo yield$328 · $457 on $10k4.57%

−6.3%Worst dropSmaller wins−1.6%

3.7%VolatilityLower wins1.9%

1–3SDFI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMUB · SDFI

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.28%	+0.4%	+0.1%	+0.7%	+4.4%	+0.7%	−6.3%	$54.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M
4	BSDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk	0.30%	4.57%	+0.3%	+1.4%	+2.4%	new	new	−1.6%	$192M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.28%	+0.4%	+0.1%	+0.7%	+4.4%	+0.7%	−6.3%	$54.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M
4	BSDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk	0.30%	4.57%	+0.3%	+1.4%	+2.4%	new	new	−1.6%	$192M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MUB vs SDFI

MUB

iShares National Muni Bond

$10,373

SDFI

Alliance Bernstein - AB Short Duration Income

[…]

MeasureMUBSDFI

Fee0.05%0.30%

Cost on $10k a year$5$30

Yield3.28%4.57%

5 years, per year+0.7%[…]

3 years, per year+4.4%[…]

Worst drop · 1Y−6.3%−1.6%

Volatility · 1Y3.7%1.9%

3–1measures won
SDFI first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CSSD, SDFI, MUB, BND

Today

0.0%most shared, CSSD and SDFI

CSSDSDFIMUBBND

CSSD—0.0%[…][…]

SDFI0.0%—[…][…]

MUB[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

SDFI$457 − $30 = $427

BND$413 − $3 = $410

MUB$328 − $5 = $323

KeptFee

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