SMB vs MUB

ASMB

BMUB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,685SMB · MUB $10,349

Lowest cost0.05%MUB · $5 on $10k

Most income4.67%BNDX · $467 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 · $54.5B

+3.6%3 years · per year$11,122 · $11,297+4.1%

+1.3%5 years · per year$10,685 · $10,349+0.7%

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

2.84%12-mo yield$284 · $330 on $10k3.30%

−2.3%Worst dropSmaller wins−6.3%

2.4%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 3, 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%	2.84%	+0.1%	+0.9%	+1.9%	+3.6%	+1.3%	−2.3%	$394M
2	BMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.30%	0.0%	−0.4%	+0.1%	+4.1%	+0.7%	−6.3%	$54.5B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.1%	+0.2%	−0.5%	+4.4%	+0.3%	−3.2%	$82.9B

End-of-day Nov 3, 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%	2.84%	+0.1%	+0.9%	+1.9%	+3.6%	+1.3%	−2.3%	$394M
2	BMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.30%	0.0%	−0.4%	+0.1%	+4.1%	+0.7%	−6.3%	$54.5B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.1%	+0.2%	−0.5%	+4.4%	+0.3%	−3.2%	$82.9B

End-of-day Nov 3, 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

$10,685

MUB

iShares National Muni Bond

$10,349

MeasureSMBMUB

Fee0.07%0.05%

Cost on $10k a year$7$5

Yield2.84%3.30%

5 years, per year+1.3%+0.7%

3 years, per year+3.6%+4.1%

Worst drop · 1Y−2.3%−6.3%

Volatility · 1Y2.4%3.7%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SMB, MUB, BNDX

Today

[…]holdings […]

SMBMUBBNDX

SMB—[…][…]

MUB[…]—[…]

BNDX[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$460most kept, BNDX

BNDX$467 − $7 = $460

MUB$330 − $5 = $325

SMB$284 − $7 = $277

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee