SUB vs CGHM

ASUB

BCGHM

Measures won3–1SUB wins · of 6 · 5Y

$10,000 · 5Y$10,836SUB

Lowest cost0.07%SUB · $7 on $10k

Most income4.32%CGHM · $432 on $10k

Smallest drop−1.9%SUB · worst fall in 1Y

Held in common[…]SUB and CGHM

SUB

CGHM

iShares Short-Term National Muni Bond ETF · $13.3BCapital Group Municipal High-Income ETF · $3.8B

+3.4%3 years · per year$11,047 · […][…]

+1.6%5 years · per year$10,836 · […][…]

0.07%Expense ratio$7 · $34 on $10k · lower wins0.34%

2.58%12-mo yield$258 · $432 on $10k4.32%

−1.9%Worst dropSmaller wins−6.8%

1.4%VolatilityLower wins3.9%

3–1SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUB · CGHM

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

Both

5Y2 funds

#			Trend
1	ASUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.58%	+0.1%	+1.4%	+2.2%	+3.4%	+1.6%	−1.9%	$13.3B
2	BCGHM	Capital Group Municipal High-Income ETFRead Desk		0.34%	4.32%	+0.1%	+0.8%	+1.3%	new	new	−6.8%	$3.8B

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

Both

5Y2 funds

#			Trend
1	ASUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.58%	+0.1%	+1.4%	+2.2%	+3.4%	+1.6%	−1.9%	$13.3B
2	BCGHM	Capital Group Municipal High-Income ETFRead Desk		0.34%	4.32%	+0.1%	+0.8%	+1.3%	new	new	−6.8%	$3.8B

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

SUB vs CGHM

SUB

iShares Short-Term National Muni Bond

$10,836

CGHM

Capital Group Municipal High-Income

[…]

MeasureSUBCGHM

Fee0.07%0.34%

Cost on $10k a year$7$34

Yield2.58%4.32%

5 years, per year+1.6%[…]

3 years, per year+3.4%[…]

Worst drop · 1Y−1.9%−6.8%

Volatility · 1Y1.4%3.9%

3–1measures won
SUB first

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: SUB, CGHM

Today

[…]holdings […]

SUBCGHM

SUB—[…]

CGHM[…]—

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

Income After Fees on $10,000

$398most kept, CGHM

CGHM$432 − $34 = $398

SUB$258 − $7 = $251

KeptFee

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