MUB vs SMTH

AMUB

BSMTH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,432MUB · IUSB $10,151

Lowest cost0.05%MUB · $5 on $10k

Most income4.41%SMTH · $441 on $10k

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

Held in common[…]MUB and SMTH

MUB

SMTH

iShares National Muni Bond ETF · $55.0BALPS Funds Smith Core Plus Bond ETF · $3.7B

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

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

0.05%Expense ratio$5 · $59 on $10k · lower wins0.59%

3.26%12-mo yield$326 · $441 on $10k4.41%

−6.3%Worst dropSmaller wins−4.6%

3.7%VolatilityLower wins3.9%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMUB · SMTH

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	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.0B
2	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B
3	BSMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.41%	+0.2%	−0.2%	+0.1%	new	new	−4.6%	$3.7B

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	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.0B
2	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B
3	BSMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.41%	+0.2%	−0.2%	+0.1%	new	new	−4.6%	$3.7B

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 SMTH

MUB

iShares National Muni Bond

$10,432

SMTH

ALPS Funds Smith Core Plus Bond

[…]

MeasureMUBSMTH

Fee0.05%0.59%

Cost on $10k a year$5$59

Yield3.26%4.41%

5 years, per year+0.8%[…]

3 years, per year+4.1%[…]

Worst drop · 1Y−6.3%−4.6%

Volatility · 1Y3.7%3.9%

2–2measures won
level

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%

$120BAssets$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, SMTH, IUSB

Today

[…]holdings […]

MUBSMTHIUSB

MUB—[…][…]

SMTH[…]—[…]

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

SMTH$441 − $59 = $382

MUB$326 − $5 = $321

KeptFee

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