GENM vs SUB

AGENM

BSUB

Measures won1–3SUB wins · of 6 · 5Y

$10,000 · 5Y$10,841SUB

Lowest cost0.07%SUB · $7 on $10k

Most income2.96%GENM · $296 on $10k

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

Held in common[…]GENM and SUB

GENM

SUB

Genter Capital Municipal Quality Intermediate ETF · $33MiShares Short-Term National Muni Bond ETF · $13.3B

[…]3 years · per year[…] · $11,044+3.4%

[…]5 years · per year[…] · $10,841+1.6%

0.39%Expense ratio$39 · $7 on $10k · lower wins0.07%

2.96%12-mo yield$296 · $257 on $10k2.57%

−4.5%Worst dropSmaller wins−1.9%

3.2%VolatilityLower wins1.4%

1–3SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsGENM · SUB

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

Both

5Y2 funds

#			Trend
1	BSUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.57%	0.0%	+1.5%	+2.3%	+3.4%	+1.6%	−1.9%	$13.3B
2	AGENM	Genter Capital Municipal Quality Intermediate ETFRead Desk		0.39%	2.96%	+0.7%	+1.7%	+2.2%	new	new	−4.5%	$33M

End-of-day Nov 4, 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%	0.0%	+1.5%	+2.3%	+3.4%	+1.6%	−1.9%	$13.3B
2	AGENM	Genter Capital Municipal Quality Intermediate ETFRead Desk		0.39%	2.96%	+0.7%	+1.7%	+2.2%	new	new	−4.5%	$33M

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

GENM vs SUB

GENM

Genter Capital Municipal Quality Intermediate

[…]

SUB

iShares Short-Term National Muni Bond

$10,841

MeasureGENMSUB

Fee0.39%0.07%

Cost on $10k a year$39$7

Yield2.96%2.57%

5 years, per year[…]+1.6%

3 years, per year[…]+3.4%

Worst drop · 1Y−4.5%−1.9%

Volatility · 1Y3.2%1.4%

3–1measures won
SUB first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GENM, SUB

Today

[…]holdings […]

GENMSUB

GENM—[…]

SUB[…]—

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

Income After Fees on $10,000

$257most kept, GENM

GENM$296 − $39 = $257

SUB$257 − $7 = $250

KeptFee

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