MUB vs CGSD

AMUB

BCGSD

Measures won1–4CGSD wins · of 6 · 5Y

$10,000 · 5Y$10,414MUB

Lowest cost0.05%MUB · $5 on $10k

Most income4.41%CGSD · $441 on $10k

Smallest drop−1.3%CGSD · worst fall in 1Y

Held in common[…]MUB and CGSD

MUB

CGSD

iShares National Muni Bond ETF · $54.9BCapital Group Short Duration Income ETF · $2.9B

+4.5%3 years · per year$11,418 · $11,681+5.3%

+0.8%5 years · per year$10,414 · […][…]

0.05%Expense ratio$5 · $25 on $10k · lower wins0.25%

3.27%12-mo yield$327 · $441 on $10k4.41%

−6.3%Worst dropSmaller wins−1.3%

3.7%VolatilityLower wins1.7%

1–4CGSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMUB · CGSD

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	AMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
2	BCGSD	Capital Group Short Duration Income ETFRead Desk		0.25%	4.41%	+0.2%	+1.6%	+2.6%	+5.3%	new	−1.3%	$2.9B

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	AMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
2	BCGSD	Capital Group Short Duration Income ETFRead Desk		0.25%	4.41%	+0.2%	+1.6%	+2.6%	+5.3%	new	−1.3%	$2.9B

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

MUB vs CGSD

MUB

iShares National Muni Bond

$10,414

CGSD

Capital Group Short Duration Income

[…]

MeasureMUBCGSD

Fee0.05%0.25%

Cost on $10k a year$5$25

Yield3.27%4.41%

5 years, per year+0.8%[…]

3 years, per year+4.5%+5.3%

Worst drop · 1Y−6.3%−1.3%

Volatility · 1Y3.7%1.7%

4–1measures won
CGSD 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MUB, CGSD

Today

[…]holdings […]

MUBCGSD

MUB—[…]

CGSD[…]—

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

Income After Fees on $10,000

$416most kept, CGSD

CGSD$441 − $25 = $416

MUB$327 − $5 = $322

KeptFee

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