IBMV vs SUB

AIBMV

BSUB

Measures won0–2SUB wins · of 6 · 5Y

$10,000 · 5Y$10,853SUB

Lowest cost0.07%SUB · $7 on $10k

Most income2.57%SUB · $257 on $10k

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

Held in common[…]IBMV and SUB

IBMV

SUB

iShares Trust - iShares iBonds Dec 2033 Term Muni Bond ETF · $25MiShares Short-Term National Muni Bond ETF · $13.3B

[…]3 years · per year[…] · $11,053+3.4%

[…]5 years · per year[…] · $10,853+1.7%

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

1.60%12-mo yield$160 · $257 on $10k2.57%

[…]Worst dropSmaller wins−1.9%

[…]VolatilityLower wins1.4%

0–2SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBMV · 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	AIBMV	iShares Trust - iShares iBonds Dec 2033 Term Muni Bond ETFRead Desk		0.10%	1.60%	+0.3%	new	new	new	new	[…]	$25M

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	AIBMV	iShares Trust - iShares iBonds Dec 2033 Term Muni Bond ETFRead Desk		0.10%	1.60%	+0.3%	new	new	new	new	[…]	$25M

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

IBMV vs SUB

IBMV

iShares Trust - iShares iBonds Dec 2033 Term Muni Bond

[…]

SUB

iShares Short-Term National Muni Bond

$10,853

MeasureIBMVSUB

Fee0.10%0.07%

Cost on $10k a year$10$7

Yield1.60%2.57%

5 years, per year[…]+1.7%

3 years, per year[…]+3.4%

Worst drop · 1Y[…]−1.9%

Volatility · 1Y[…]1.4%

2–0measures 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: IBMV, SUB

Today

[…]holdings […]

IBMVSUB

IBMV—[…]

SUB[…]—

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

Income After Fees on $10,000

$250most kept, SUB

SUB$257 − $7 = $250

IBMV$160 − $10 = $150

KeptFee

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