PVI vs SUB

APVI

BSUB

Measures won2–4SUB wins · of 6 · 5Y

$10,000 · 5Y$11,095PVI · SUB $10,861

Lowest cost0.07%SUB · $7 on $10k

Most income4.63%BNDX · $463 on $10k

Smallest drop−0.8%PVI · worst fall in 1Y

Held in common[…]PVI and SUB

PVI

SUB

Invesco Floating Rate Municipal Income ETF · $36MiShares Short-Term National Muni Bond ETF · $13.4B

+2.5%3 years · per year$10,758 · $11,021+3.3%

+2.1%5 years · per year$11,095 · $10,861+1.7%

0.25%Expense ratio$25 · $7 on $10k · lower wins0.07%

2.20%12-mo yield$220 · $257 on $10k2.57%

−0.8%Worst dropSmaller wins−1.9%

2.6%VolatilityLower wins1.4%

2–4SUB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPVI · SUB

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	APVI	Invesco Floating Rate Municipal Income ETFRead Desk	0.25%	2.20%	0.0%	+1.4%	+2.1%	+2.5%	+2.1%	−0.8%	$36M
2	BSUB	iShares Short-Term National Muni Bond ETFRead Desk	0.07%	2.57%	0.0%	+1.6%	+2.4%	+3.3%	+1.7%	−1.9%	$13.4B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.63%	+0.1%	+1.0%	+0.4%	+4.4%	+0.5%	−3.2%	$82.9B

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	APVI	Invesco Floating Rate Municipal Income ETFRead Desk	0.25%	2.20%	0.0%	+1.4%	+2.1%	+2.5%	+2.1%	−0.8%	$36M
2	BSUB	iShares Short-Term National Muni Bond ETFRead Desk	0.07%	2.57%	0.0%	+1.6%	+2.4%	+3.3%	+1.7%	−1.9%	$13.4B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.63%	+0.1%	+1.0%	+0.4%	+4.4%	+0.5%	−3.2%	$82.9B

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

PVI vs SUB

PVI

Invesco Floating Rate Municipal Income

$11,095

SUB

iShares Short-Term National Muni Bond

$10,861

MeasurePVISUB

Fee0.25%0.07%

Cost on $10k a year$25$7

Yield2.20%2.57%

5 years, per year+2.1%+1.7%

3 years, per year+2.5%+3.3%

Worst drop · 1Y−0.8%−1.9%

Volatility · 1Y2.6%1.4%

4–2measures won
SUB 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: PVI, SUB, BNDX

Today

[…]holdings […]

PVISUBBNDX

PVI—[…][…]

SUB[…]—[…]

BNDX[…][…]—

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

Income After Fees on $10,000

$456most kept, BNDX

BNDX$463 − $7 = $456

SUB$257 − $7 = $250

PVI$220 − $25 = $195

KeptFee

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