MUB vs FCVT

AMUB

BFCVT

Measures won4–2MUB wins · of 6 · 5Y

$10,000 · 5Y$11,162FCVT · MUB $10,432

Lowest cost0.05%MUB · $5 on $10k

Most income4.33%IUSB · $433 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]MUB and FCVT

MUB

FCVT

iShares National Muni Bond ETF · $55.1BFirst Trust SSI Strategic Convertible Securities ETF · $75M

+4.1%3 years · per year$11,293 · $15,387+15.4%

+0.8%5 years · per year$10,432 · $11,162+2.2%

0.05%Expense ratio$5 · $95 on $10k · lower wins0.95%

3.26%12-mo yield$326 · $125 on $10k1.25%

−6.3%Worst dropSmaller wins−22.3%

3.7%VolatilityLower wins21.2%

4–2MUB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMUB · FCVT

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

All Three

5Y3 funds

#
1	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.25%	+2.5%	+2.5%	+1.5%	+15.4%	+2.2%	−22.3%	$75M
2	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
3	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B

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

All Three

5Y3 funds

#
1	BFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.25%	+2.5%	+2.5%	+1.5%	+15.4%	+2.2%	−22.3%	$75M
2	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
3	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B

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

MUB vs FCVT

MUB

iShares National Muni Bond

$10,432

FCVT

First Trust SSI Strategic Convertible Securities

$11,162

MeasureMUBFCVT

Fee0.05%0.95%

Cost on $10k a year$5$95

Yield3.26%1.25%

5 years, per year+0.8%+2.2%

3 years, per year+4.1%+15.4%

Worst drop · 1Y−6.3%−22.3%

Volatility · 1Y3.7%21.2%

4–2measures won
MUB 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%

$122BAssets$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: MUB, FCVT, IUSB

Today

[…]holdings […]

MUBFCVTIUSB

MUB—[…][…]

FCVT[…]—[…]

IUSB[…][…]—

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

MUB$326 − $5 = $321

FCVT$125 − $95 = $30

KeptFee

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