FMNY vs SUB

AFMNY

BSUB

Measures won2–4SUB wins · of 6 · 5Y

$10,000 · 5Y$10,853SUB · FMNY $10,229

Lowest cost0.07%SUB · $7 on $10k

Most income3.88%FMNY · $388 on $10k

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

Held in common[…]FMNY and SUB

FMNY

SUB

First Trust New York Municipal High Income ETF · $24MiShares Short-Term National Muni Bond ETF · $13.3B

+4.9%3 years · per year$11,557 · $11,053+3.4%

+0.5%5 years · per year$10,229 · $10,853+1.7%

0.49%Expense ratio$49 · $7 on $10k · lower wins0.07%

3.88%12-mo yield$388 · $257 on $10k2.57%

−7.3%Worst dropSmaller wins−1.9%

4.2%VolatilityLower wins1.4%

2–4SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFMNY · SUB

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

Both

5Y2 funds

#			Trend
1	BSUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.57%	+0.1%	+1.6%	+2.4%	+3.4%	+1.7%	−1.9%	$13.3B
2	AFMNY	First Trust New York Municipal High Income ETFRead Desk		0.49%	3.88%	+0.3%	+0.2%	+0.3%	+4.9%	+0.5%	−7.3%	$24M

End-of-day Nov 5, 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%	2.57%	+0.1%	+1.6%	+2.4%	+3.4%	+1.7%	−1.9%	$13.3B
2	AFMNY	First Trust New York Municipal High Income ETFRead Desk		0.49%	3.88%	+0.3%	+0.2%	+0.3%	+4.9%	+0.5%	−7.3%	$24M

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

FMNY vs SUB

FMNY

First Trust New York Municipal High Income

$10,229

SUB

iShares Short-Term National Muni Bond

$10,853

MeasureFMNYSUB

Fee0.49%0.07%

Cost on $10k a year$49$7

Yield3.88%2.57%

5 years, per year+0.5%+1.7%

3 years, per year+4.9%+3.4%

Worst drop · 1Y−7.3%−1.9%

Volatility · 1Y4.2%1.4%

4–2measures won
SUB first

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: FMNY, SUB

Today

[…]holdings […]

FMNYSUB

FMNY—[…]

SUB[…]—

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

Income After Fees on $10,000

$339most kept, FMNY

FMNY$388 − $49 = $339

SUB$257 − $7 = $250

KeptFee

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