MUB vs GTO

AMUB

BGTO

Measures won2–3GTO wins · of 6 · 5Y

$10,000 · 5Y$10,414MUB · GTO $9,900

Lowest cost0.05%MUB · $5 on $10k

Most income4.92%GTO · $492 on $10k

Smallest drop−4.5%GTO · worst fall in 1Y

Held in common[…]MUB and GTO

MUB

GTO

iShares National Muni Bond ETF · $54.9BInvesco Total Return Bond ETF · $2.6B

+4.5%3 years · per year$11,418 · $11,965+6.2%

+0.8%5 years · per year$10,414 · $9,900−0.2%

0.05%Expense ratio$5 · $35 on $10k · lower wins0.35%

3.27%12-mo yield$327 · $492 on $10k4.92%

−6.3%Worst dropSmaller wins−4.5%

3.7%VolatilityLower wins3.7%

2–3GTO wins

$10,000 · 5 yearsOne scale

Shared top holdingsMUB · GTO

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	BGTO	Invesco Total Return Bond ETFRead Desk		0.35%	4.92%	+0.2%	−0.2%	+0.4%	+6.2%	−0.2%	−4.5%	$2.6B

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	BGTO	Invesco Total Return Bond ETFRead Desk		0.35%	4.92%	+0.2%	−0.2%	+0.4%	+6.2%	−0.2%	−4.5%	$2.6B

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 GTO

MUB

iShares National Muni Bond

$10,414

GTO

Invesco Total Return Bond

$9,900

MeasureMUBGTO

Fee0.05%0.35%

Cost on $10k a year$5$35

Yield3.27%4.92%

5 years, per year+0.8%−0.2%

3 years, per year+4.5%+6.2%

Worst drop · 1Y−6.3%−4.5%

Volatility · 1Y3.7%3.7%

3–2measures won
GTO 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, GTO

Today

[…]holdings […]

MUBGTO

MUB—[…]

GTO[…]—

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

Income After Fees on $10,000

$457most kept, GTO

GTO$492 − $35 = $457

MUB$327 − $5 = $322

KeptFee

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