MUNI vs SUB

AMUNI

BSUB

Measures won2–4SUB wins · of 6 · 5Y

$10,000 · 5Y$10,841SUB · MUNI $10,660

Lowest cost0.07%SUB · $7 on $10k

Most income3.31%MUNI · $331 on $10k

Smallest drop−1.9%SUB · worst fall in 1Y

Held in common[…]MUNI and SUB

MUNI

SUB

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund · $3.7BiShares Short-Term National Muni Bond ETF · $13.3B

+4.8%3 years · per year$11,518 · $11,044+3.4%

+1.3%5 years · per year$10,660 · $10,841+1.6%

0.35%Expense ratio$35 · $7 on $10k · lower wins0.07%

3.31%12-mo yield$331 · $257 on $10k2.57%

−5.8%Worst dropSmaller wins−1.9%

3.1%VolatilityLower wins1.4%

2–4SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMUNI · SUB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 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	BSUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.57%	0.0%	+1.5%	+2.3%	+3.4%	+1.6%	−1.9%	$13.3B
2	AMUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded FundRead Desk		0.35%	3.31%	+0.3%	+0.7%	+1.2%	+4.8%	+1.3%	−5.8%	$3.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.57%	0.0%	+1.5%	+2.3%	+3.4%	+1.6%	−1.9%	$13.3B
2	AMUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded FundRead Desk		0.35%	3.31%	+0.3%	+0.7%	+1.2%	+4.8%	+1.3%	−5.8%	$3.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MUNI vs SUB

MUNI

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

$10,660

SUB

iShares Short-Term National Muni Bond

$10,841

MeasureMUNISUB

Fee0.35%0.07%

Cost on $10k a year$35$7

Yield3.31%2.57%

5 years, per year+1.3%+1.6%

3 years, per year+4.8%+3.4%

Worst drop · 1Y−5.8%−1.9%

Volatility · 1Y3.1%1.4%

4–2measures won
SUB first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MUNI, SUB

Today

[…]holdings […]

MUNISUB

MUNI—[…]

SUB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$296most kept, MUNI

MUNI$331 − $35 = $296

SUB$257 − $7 = $250

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee