IBMX vs VTEB

AIBMX

BVTEB

Measures won0–2VTEB wins · of 6 · 5Y

$10,000 · 5Y$10,445VTEB

Lowest cost0.03%VTEB · $3 on $10k

Most income3.45%VTEB · $345 on $10k

Smallest drop−6.6%VTEB · worst fall in 1Y

Held in common[…]IBMX and VTEB

IBMX

VTEB

iShares iBonds Dec 2035 Term Muni Bond ETF · $30MVanguard Tax-Exempt Bond ETF · $49.6B

[…]3 years · per year[…] · $11,328+4.2%

[…]5 years · per year[…] · $10,445+0.9%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

1.45%12-mo yield$145 · $345 on $10k3.45%

[…]Worst dropSmaller wins−6.6%

[…]VolatilityLower wins3.7%

0–2VTEB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBMX · VTEB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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	BVTEB	Vanguard Tax-Exempt Bond ETFRead Desk		0.03%	3.45%	+0.1%	+0.8%	+1.2%	+4.2%	+0.9%	−6.6%	$49.6B
2	AIBMX	iShares iBonds Dec 2035 Term Muni Bond ETFRead Desk		0.10%	1.45%	+0.2%	new	new	new	new	[…]	$30M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTEB	Vanguard Tax-Exempt Bond ETFRead Desk		0.03%	3.45%	+0.1%	+0.8%	+1.2%	+4.2%	+0.9%	−6.6%	$49.6B
2	AIBMX	iShares iBonds Dec 2035 Term Muni Bond ETFRead Desk		0.10%	1.45%	+0.2%	new	new	new	new	[…]	$30M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBMX vs VTEB

IBMX

iShares iBonds Dec 2035 Term Muni Bond

[…]

VTEB

Vanguard Tax-Exempt Bond

$10,445

MeasureIBMXVTEB

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield1.45%3.45%

5 years, per year[…]+0.9%

3 years, per year[…]+4.2%

Worst drop · 1Y[…]−6.6%

Volatility · 1Y[…]3.7%

2–0measures won
VTEB first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IBMX, VTEB

Today

[…]holdings […]

IBMXVTEB

IBMX—[…]

VTEB[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$342most kept, VTEB

VTEB$345 − $3 = $342

IBMX$145 − $10 = $135

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee