MYMI vs SUB

AMYMI

BSUB

Measures won1–3SUB wins · of 6 · 5Y

$10,000 · 5Y$10,841SUB

Lowest cost0.07%SUB · $7 on $10k

Most income2.82%MYMI · $282 on $10k

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

Held in common[…]MYMI and SUB

MYMI

SUB

State Street My2029 Municipal Bond ETF · $15MiShares Short-Term National Muni Bond ETF · $13.3B

[…]3 years · per year[…] · $11,044+3.4%

[…]5 years · per year[…] · $10,841+1.6%

0.20%Expense ratio$20 · $7 on $10k · lower wins0.07%

2.82%12-mo yield$282 · $257 on $10k2.57%

−3.6%Worst dropSmaller wins−1.9%

2.3%VolatilityLower wins1.4%

1–3SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMYMI · 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	AMYMI	State Street My2029 Municipal Bond ETFRead Desk		0.20%	2.82%	0.0%	+0.8%	+1.3%	new	new	−3.6%	$15M

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	AMYMI	State Street My2029 Municipal Bond ETFRead Desk		0.20%	2.82%	0.0%	+0.8%	+1.3%	new	new	−3.6%	$15M

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

MYMI vs SUB

MYMI

My2029 Municipal Bond

[…]

SUB

iShares Short-Term National Muni Bond

$10,841

MeasureMYMISUB

Fee0.20%0.07%

Cost on $10k a year$20$7

Yield2.82%2.57%

5 years, per year[…]+1.6%

3 years, per year[…]+3.4%

Worst drop · 1Y−3.6%−1.9%

Volatility · 1Y2.3%1.4%

3–1measures 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: MYMI, SUB

Today

[…]holdings […]

MYMISUB

MYMI—[…]

SUB[…]—

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

Income After Fees on $10,000

$262most kept, MYMI

MYMI$282 − $20 = $262

SUB$257 − $7 = $250

KeptFee

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