MUB vs JHPI

AMUB

BJHPI

Measures won1–3JHPI wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · MUB $10,432

Lowest cost0.05%MUB · $5 on $10k

Most income6.14%JHPI · $614 on $10k

Smallest drop−3.8%JHPI · worst fall in 1Y

Held in common[…]MUB and JHPI

MUB

JHPI

iShares National Muni Bond ETF · $55.1BJohn Hancock Investments - Preferred Income ETF · $228M

+4.1%3 years · per year$11,293 · $12,789+8.5%

+0.8%5 years · per year$10,432 · […][…]

0.05%Expense ratio$5 · $54 on $10k · lower wins0.54%

3.26%12-mo yield$326 · $614 on $10k6.14%

−6.3%Worst dropSmaller wins−3.8%

3.7%VolatilityLower wins3.7%

1–3JHPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMUB · JHPI

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
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	BJHPI	John Hancock Investments - Preferred Income ETFRead Desk	0.54%	6.14%	+0.6%	0.0%	+0.7%	+8.5%	new	−3.8%	$228M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
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	BJHPI	John Hancock Investments - Preferred Income ETFRead Desk	0.54%	6.14%	+0.6%	0.0%	+0.7%	+8.5%	new	−3.8%	$228M

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 JHPI

MUB

iShares National Muni Bond

$10,432

JHPI

John Hancock Investments - Preferred Income

[…]

MeasureMUBJHPI

Fee0.05%0.54%

Cost on $10k a year$5$54

Yield3.26%6.14%

5 years, per year+0.8%[…]

3 years, per year+4.1%+8.5%

Worst drop · 1Y−6.3%−3.8%

Volatility · 1Y3.7%3.7%

3–1measures won
JHPI 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, JHPI, SCHD

Today

0.6%most shared, JHPI and SCHD

MUBJHPISCHD

MUB—[…][…]

JHPI[…]—0.6%

SCHD[…]0.6%—

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

Income After Fees on $10,000

$560most kept, JHPI

JHPI$614 − $54 = $560

MUB$326 − $5 = $321

SCHD$296 − $6 = $290

KeptFee

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