SPY vs MUB

ASPY

BMUB

Measures won2–4MUB wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · MUB $10,414

Lowest cost0.05%MUB · $5 on $10k

Most income3.27%MUB · $327 on $10k

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

Held in common[…]SPY and MUB

SPY

MUB

State Street SPDR S&P 500 ETF · $819BiShares National Muni Bond ETF · $55.0B

+21.7%3 years · per year$18,039 · $11,418+4.5%

+11.3%5 years · per year$17,118 · $10,414+0.8%

0.09%Expense ratio$9 · $5 on $10k · lower wins0.05%

1.03%12-mo yield$103 · $327 on $10k3.27%

−8.9%Worst dropSmaller wins−6.3%

13.6%VolatilityLower wins3.7%

2–4MUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · 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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	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

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	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

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

SPY vs MUB

SPY

SPDR S&P 500

$17,118

MUB

iShares National Muni Bond

$10,414

MeasureSPYMUB

Fee0.09%0.05%

Cost on $10k a year$9$5

Yield1.03%3.27%

5 years, per year+11.3%+0.8%

3 years, per year+21.7%+4.5%

Worst drop · 1Y−8.9%−6.3%

Volatility · 1Y13.6%3.7%

4–2measures won
MUB first

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SPY, MUB

Today

[…]holdings […]

SPYMUB

SPY—[…]

MUB[…]—

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

Income After Fees on $10,000

$322most kept, MUB

MUB$327 − $5 = $322

SPY$103 − $9 = $94

KeptFee

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