SUB vs NUMI

ASUB

BNUMI

Measures won3–1SUB wins · of 6 · 5Y

$10,000 · 5Y$10,853SUB · BND $9,983

Lowest cost0.03%BND · $3 on $10k

Most income4.12%BND · $412 on $10k

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

Held in common[…]SUB and NUMI

SUB

NUMI

iShares Short-Term National Muni Bond ETF · $13.4BNuveen Municipal Income · $93M

+3.4%3 years · per year$11,053 · […][…]

+1.7%5 years · per year$10,853 · […][…]

0.07%Expense ratio$7 · $30 on $10k · lower wins0.30%

2.57%12-mo yield$257 · $347 on $10k3.47%

−1.9%Worst dropSmaller wins−7.3%

1.4%VolatilityLower wins4.3%

3–1SUB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSUB · NUMI

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

Held in common[…]

End-of-day Nov 5, 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	ASUB	iShares Short-Term National Muni Bond ETFRead Desk	0.07%	2.57%	+0.1%	+1.6%	+2.4%	+3.4%	+1.7%	−1.9%	$13.4B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
3	BNUMI	Nuveen Municipal IncomeRead Desk	0.30%	3.47%	+0.2%	+0.1%	+0.8%	new	new	−7.3%	$93M

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

All Three

5Y3 funds

#
1	ASUB	iShares Short-Term National Muni Bond ETFRead Desk	0.07%	2.57%	+0.1%	+1.6%	+2.4%	+3.4%	+1.7%	−1.9%	$13.4B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
3	BNUMI	Nuveen Municipal IncomeRead Desk	0.30%	3.47%	+0.2%	+0.1%	+0.8%	new	new	−7.3%	$93M

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

Cards for this view

SUB vs NUMI

SUB

iShares Short-Term National Muni Bond

$10,853

NUMI

Nuveen Municipal Income

[…]

MeasureSUBNUMI

Fee0.07%0.30%

Cost on $10k a year$7$30

Yield2.57%3.47%

5 years, per year+1.7%[…]

3 years, per year+3.4%[…]

Worst drop · 1Y−1.9%−7.3%

Volatility · 1Y1.4%4.3%

3–1measures won
SUB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NUMI, SUB, BND

Today

[…]holdings […]

NUMISUBBND

NUMI—[…][…]

SUB[…]—[…]

BND[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

NUMI$347 − $30 = $317

SUB$257 − $7 = $250

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee