SMB vs MUB

ASMB

BMUB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,722SMB · MUB $10,373

Lowest cost0.03%AGG · $3 on $10k

Most income4.13%AGG · $413 on $10k

Smallest drop−2.3%SMB · worst fall in 1Y

Held in common[…]SMB and MUB

SMB

MUB

VanEck Short Muni ETF · $394MiShares National Muni Bond ETF · $54.7B

+3.9%3 years · per year$11,217 · $11,374+4.4%

+1.4%5 years · per year$10,722 · $10,373+0.7%

0.07%Expense ratio$7 · $5 on $10k · lower wins0.05%

2.82%12-mo yield$282 · $328 on $10k3.28%

−2.3%Worst dropSmaller wins−6.3%

2.5%VolatilityLower wins3.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMB · MUB

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

All Three

5Y3 funds

#
1	ASMB	VanEck Short Muni ETFRead Desk	0.07%	2.82%	+0.5%	+1.4%	+2.5%	+3.9%	+1.4%	−2.3%	$394M
2	BMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.28%	+0.4%	+0.1%	+0.7%	+4.4%	+0.7%	−6.3%	$54.7B
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.13%	+0.5%	−0.2%	+0.3%	+5.5%	−0.1%	−4.6%	$139.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASMB	VanEck Short Muni ETFRead Desk	0.07%	2.82%	+0.5%	+1.4%	+2.5%	+3.9%	+1.4%	−2.3%	$394M
2	BMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.28%	+0.4%	+0.1%	+0.7%	+4.4%	+0.7%	−6.3%	$54.7B
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.13%	+0.5%	−0.2%	+0.3%	+5.5%	−0.1%	−4.6%	$139.1B

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

SMB vs MUB

SMB

VanEck Short Muni

$10,722

MUB

iShares National Muni Bond

$10,373

MeasureSMBMUB

Fee0.07%0.05%

Cost on $10k a year$7$5

Yield2.82%3.28%

5 years, per year+1.4%+0.7%

3 years, per year+3.9%+4.4%

Worst drop · 1Y−2.3%−6.3%

Volatility · 1Y2.5%3.7%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SMB, MUB, AGG

Today

[…]holdings […]

SMBMUBAGG

SMB—[…][…]

MUB[…]—[…]

AGG[…][…]—

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

Income After Fees on $10,000

$410most kept, AGG

AGG$413 − $3 = $410

MUB$328 − $5 = $323

SMB$282 − $7 = $275

KeptFee

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