IBMP vs SUB

AIBMP

BSUB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,853SUB · IBMP $10,450

Lowest cost0.05%MUB · $5 on $10k

Most income3.27%MUB · $327 on $10k

Smallest drop−0.6%IBMP · worst fall in 1Y

Held in common[…]IBMP and SUB

IBMP

SUB

iShares iBonds Dec 2027 Term Muni Bond ETF · $683MiShares Short-Term National Muni Bond ETF · $13.3B

+3.8%3 years · per year$11,170 · $11,053+3.4%

+0.9%5 years · per year$10,450 · $10,853+1.7%

0.10%Expense ratio$10 · $7 on $10k · lower wins0.07%

2.55%12-mo yield$255 · $257 on $10k2.57%

−0.6%Worst dropSmaller wins−1.9%

1.0%VolatilityLower wins1.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBMP · 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

All Three

5Y3 funds

#
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	AIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk	0.10%	2.55%	+0.1%	+1.8%	+2.5%	+3.8%	+0.9%	−0.6%	$683M
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.7B

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

All Three

5Y3 funds

#
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	AIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk	0.10%	2.55%	+0.1%	+1.8%	+2.5%	+3.8%	+0.9%	−0.6%	$683M
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.7B

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

IBMP vs SUB

IBMP

iShares iBonds Dec 2027 Term Muni Bond

$10,450

SUB

iShares Short-Term National Muni Bond

$10,853

MeasureIBMPSUB

Fee0.10%0.07%

Cost on $10k a year$10$7

Yield2.55%2.57%

5 years, per year+0.9%+1.7%

3 years, per year+3.8%+3.4%

Worst drop · 1Y−0.6%−1.9%

Volatility · 1Y1.0%1.4%

3–2measures won
IBMP 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: IBMP, SUB, MUB

Today

[…]holdings […]

IBMPSUBMUB

IBMP—[…][…]

SUB[…]—[…]

MUB[…][…]—

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

Income After Fees on $10,000

$322most kept, MUB

MUB$327 − $5 = $322

SUB$257 − $7 = $250

IBMP$255 − $10 = $245

KeptFee

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