DFNM vs SUB

ADFNM

BSUB

Measures won2–3SUB wins · of 6 · 5Y

$10,000 · 5Y$10,836SUB

Lowest cost0.07%SUB · $7 on $10k

Most income3.02%DFNM · $302 on $10k

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

Held in common[…]DFNM and SUB

DFNM

SUB

Dimensional - National Municipal Bond ETF · $2.3BiShares Short-Term National Muni Bond ETF · $13.3B

+3.7%3 years · per year$11,138 · $11,047+3.4%

[…]5 years · per year[…] · $10,836+1.6%

0.18%Expense ratio$18 · $7 on $10k · lower wins0.07%

3.02%12-mo yield$302 · $258 on $10k2.58%

−4.6%Worst dropSmaller wins−1.9%

2.3%VolatilityLower wins1.4%

2–3SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFNM · SUB

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	BSUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.58%	+0.1%	+1.4%	+2.2%	+3.4%	+1.6%	−1.9%	$13.3B
2	ADFNM	Dimensional - National Municipal Bond ETFRead Desk		0.18%	3.02%	+0.1%	+0.4%	+1.0%	+3.7%	new	−4.6%	$2.3B

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	BSUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.58%	+0.1%	+1.4%	+2.2%	+3.4%	+1.6%	−1.9%	$13.3B
2	ADFNM	Dimensional - National Municipal Bond ETFRead Desk		0.18%	3.02%	+0.1%	+0.4%	+1.0%	+3.7%	new	−4.6%	$2.3B

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

DFNM vs SUB

DFNM

Dimensional - National Municipal Bond

[…]

SUB

iShares Short-Term National Muni Bond

$10,836

MeasureDFNMSUB

Fee0.18%0.07%

Cost on $10k a year$18$7

Yield3.02%2.58%

5 years, per year[…]+1.6%

3 years, per year+3.7%+3.4%

Worst drop · 1Y−4.6%−1.9%

Volatility · 1Y2.3%1.4%

3–2measures won
SUB 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: DFNM, SUB

Today

[…]holdings […]

DFNMSUB

DFNM—[…]

SUB[…]—

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

Income After Fees on $10,000

$284most kept, DFNM

DFNM$302 − $18 = $284

SUB$258 − $7 = $251

KeptFee

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