MUB vs MCVT

AMUB

BMCVT

Measures won2–0MUB wins · of 6 · 5Y

$10,000 · 5Y$10,432MUB

Lowest cost0.05%MUB · $5 on $10k

Most income3.26%MUB · $326 on $10k

Smallest drop−6.3%MUB · worst fall in 1Y

Held in common[…]MUB and MCVT

MUB

MCVT

iShares National Muni Bond ETF · $55.1BMiller Convertible Total Return ETF · $31M

+4.1%3 years · per year$11,293 · […][…]

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

0.05%Expense ratio$5 · $85 on $10k · lower wins0.85%

3.26%12-mo yield$326 · $11 on $10k0.11%

−6.3%Worst dropSmaller wins[…]

3.7%VolatilityLower wins[…]

2–0MUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMUB · MCVT

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	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
2	BMCVT	Miller Convertible Total Return ETFRead Desk		0.85%	0.11%	+1.7%	new	new	new	new	[…]	$31M

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	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
2	BMCVT	Miller Convertible Total Return ETFRead Desk		0.85%	0.11%	+1.7%	new	new	new	new	[…]	$31M

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 MCVT

MUB

iShares National Muni Bond

$10,432

MCVT

Miller Convertible Total Return

[…]

MeasureMUBMCVT

Fee0.05%0.85%

Cost on $10k a year$5$85

Yield3.26%0.11%

5 years, per year+0.8%[…]

3 years, per year+4.1%[…]

Worst drop · 1Y−6.3%[…]

Volatility · 1Y3.7%[…]

2–0measures 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, MCVT

Today

[…]holdings […]

MUBMCVT

MUB—[…]

MCVT[…]—

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

Income After Fees on $10,000

$321most kept, MUB

MUB$326 − $5 = $321

MCVT$11 − $85 = −$74

KeptFee

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