SCHQ vs MUB

ASCHQ

BMUB

Measures won2–4MUB wins · of 6 · 5Y

$10,000 · 5Y$10,414MUB · SCHQ $7,108

Lowest cost0.03%SCHQ · $3 on $10k

Most income4.94%SCHQ · $494 on $10k

Smallest drop−6.3%MUB · worst fall in 1Y

Held in common[…]SCHQ and MUB

SCHQ

MUB

Schwab Long-Term U.S. Treasury ETF · $883MiShares National Muni Bond ETF · $55.0B

+3.8%3 years · per year$11,198 · $11,418+4.5%

−6.6%5 years · per year$7,108 · $10,414+0.8%

0.03%Expense ratio$3 · $5 on $10k · lower wins0.05%

4.94%12-mo yield$494 · $327 on $10k3.27%

−11.4%Worst dropSmaller wins−6.3%

8.8%VolatilityLower wins3.7%

2–4MUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHQ · MUB

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

Held in common[…]

End-of-day Nov 6, 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	BMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$55.0B
2	ASCHQ	Schwab Long-Term U.S. Treasury ETFRead Desk		0.03%	4.94%	−0.1%	−2.0%	−2.7%	+3.8%	−6.6%	−11.4%	$883M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$55.0B
2	ASCHQ	Schwab Long-Term U.S. Treasury ETFRead Desk		0.03%	4.94%	−0.1%	−2.0%	−2.7%	+3.8%	−6.6%	−11.4%	$883M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHQ vs MUB

SCHQ

Schwab Long-Term U.S. Treasury

$7,108

MUB

iShares National Muni Bond

$10,414

MeasureSCHQMUB

Fee0.03%0.05%

Cost on $10k a year$3$5

Yield4.94%3.27%

5 years, per year−6.6%+0.8%

3 years, per year+3.8%+4.5%

Worst drop · 1Y−11.4%−6.3%

Volatility · 1Y8.8%3.7%

4–2measures won
MUB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHQ, MUB

Today

[…]holdings […]

SCHQMUB

SCHQ—[…]

MUB[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$491most kept, SCHQ

SCHQ$494 − $3 = $491

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee