IBMR vs SUB

AIBMR

BSUB

Measures won1–4SUB wins · of 6 · 5Y

$10,000 · 5Y$12,084SGOV · SUB $10,836

Lowest cost0.07%SUB · $7 on $10k

Most income3.63%SGOV · $363 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]IBMR and SUB

IBMR

SUB

iShares iBonds Dec 2029 Term Muni Bond ETF · $529MiShares Short-Term National Muni Bond ETF · $13.3B

+4.5%3 years · per year$11,417 · $11,047+3.4%

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

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

2.54%12-mo yield$254 · $258 on $10k2.58%

−2.9%Worst dropSmaller wins−1.9%

1.9%VolatilityLower wins1.4%

1–4SUB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBMR · 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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	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
3	AIBMR	iShares iBonds Dec 2029 Term Muni Bond ETFRead Desk	0.10%	2.54%	0.0%	+1.0%	+1.6%	+4.5%	new	−2.9%	$529M

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	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
3	AIBMR	iShares iBonds Dec 2029 Term Muni Bond ETFRead Desk	0.10%	2.54%	0.0%	+1.0%	+1.6%	+4.5%	new	−2.9%	$529M

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

IBMR vs SUB

IBMR

iShares iBonds Dec 2029 Term Muni Bond

[…]

SUB

iShares Short-Term National Muni Bond

$10,836

MeasureIBMRSUB

Fee0.10%0.07%

Cost on $10k a year$10$7

Yield2.54%2.58%

5 years, per year[…]+1.6%

3 years, per year+4.5%+3.4%

Worst drop · 1Y−2.9%−1.9%

Volatility · 1Y1.9%1.4%

4–1measures won
SUB first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL wins

End-of-day Nov 3, 2026

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

Overlap: IBMR, SUB, SGOV

Today

[…]holdings […]

IBMRSUBSGOV

IBMR—[…][…]

SUB[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

SUB$258 − $7 = $251

IBMR$254 − $10 = $244

KeptFee

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