DFSB vs MUB

ADFSB

BMUB

Measures won3–2DFSB wins · of 6 · 5Y

$10,000 · 5Y$10,414MUB

Lowest cost0.05%MUB · $5 on $10k

Most income5.41%DFSB · $541 on $10k

Smallest drop−3.9%DFSB · worst fall in 1Y

Held in common[…]DFSB and MUB

DFSB

MUB

Dimensional - Global Sustainability Fixed Income ETF · $772MiShares National Muni Bond ETF · $55.0B

+5.6%3 years · per year$11,782 · $11,418+4.5%

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

0.24%Expense ratio$24 · $5 on $10k · lower wins0.05%

5.41%12-mo yield$541 · $327 on $10k3.27%

−3.9%Worst dropSmaller wins−6.3%

4.3%VolatilityLower wins3.7%

3–2DFSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSB · MUB

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

Held in common[…]

End-of-day Nov 6, 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%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$55.0B
2	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk		0.24%	5.41%	0.0%	+1.0%	+1.0%	+5.6%	new	−3.9%	$772M

End-of-day Nov 6, 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%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$55.0B
2	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk		0.24%	5.41%	0.0%	+1.0%	+1.0%	+5.6%	new	−3.9%	$772M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSB vs MUB

DFSB

Dimensional - Global Sustainability Fixed Income

[…]

MUB

iShares National Muni Bond

$10,414

MeasureDFSBMUB

Fee0.24%0.05%

Cost on $10k a year$24$5

Yield5.41%3.27%

5 years, per year[…]+0.8%

3 years, per year+5.6%+4.5%

Worst drop · 1Y−3.9%−6.3%

Volatility · 1Y4.3%3.7%

3–2measures won
DFSB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFSB, MUB

Today

[…]holdings […]

DFSBMUB

DFSB—[…]

MUB[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$517most kept, DFSB

DFSB$541 − $24 = $517

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee