SDCP vs MUB

ASDCP

BMUB

Measures won3–1SDCP wins · of 6 · 5Y

$10,000 · 5Y$10,414MUB

Lowest cost0.05%MUB · $5 on $10k

Most income5.12%SDCP · $512 on $10k

Smallest drop−1.1%SDCP · worst fall in 1Y

Held in common[…]SDCP and MUB

SDCP

MUB

Virtus Newfleet Short Duration Core Plus Bond ETF · $13MiShares National Muni Bond ETF · $54.9B

[…]3 years · per year[…] · $11,418+4.5%

[…]5 years · per year[…] · $10,414+0.8%

0.35%Expense ratio$35 · $5 on $10k · lower wins0.05%

5.12%12-mo yield$512 · $327 on $10k3.27%

−1.1%Worst dropSmaller wins−6.3%

1.2%VolatilityLower wins3.7%

3–1SDCP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDCP · MUB

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

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%	$54.9B
2	ASDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk		0.35%	5.12%	0.0%	+1.9%	+2.9%	new	new	−1.1%	$13M

End-of-day Nov 5, 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%	$54.9B
2	ASDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk		0.35%	5.12%	0.0%	+1.9%	+2.9%	new	new	−1.1%	$13M

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

SDCP vs MUB

SDCP

Virtus Newfleet Short Duration Core Plus Bond

[…]

MUB

iShares National Muni Bond

$10,414

MeasureSDCPMUB

Fee0.35%0.05%

Cost on $10k a year$35$5

Yield5.12%3.27%

5 years, per year[…]+0.8%

3 years, per year[…]+4.5%

Worst drop · 1Y−1.1%−6.3%

Volatility · 1Y1.2%3.7%

3–1measures won
SDCP first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SDCP, MUB

Today

[…]holdings […]

SDCPMUB

SDCP—[…]

MUB[…]—

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

Income After Fees on $10,000

$477most kept, SDCP

SDCP$512 − $35 = $477

MUB$327 − $5 = $322

KeptFee

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