SUB vs CMF

ASUB

BCMF

Measures won4–2SUB wins · of 6 · 5Y

$10,000 · 5Y$10,841SUB · CMF $10,277

Lowest cost0.07%SUB · $7 on $10k

Most income3.04%CMF · $304 on $10k

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

Held in common[…]SUB and CMF

SUB

CMF

iShares Short-Term National Muni Bond ETF · $13.3BiShares California Muni Bond ETF · $5.4B

+3.4%3 years · per year$11,044 · $11,315+4.2%

+1.6%5 years · per year$10,841 · $10,277+0.5%

0.07%Expense ratio$7 · $8 on $10k · lower wins0.08%

2.57%12-mo yield$257 · $304 on $10k3.04%

−1.9%Worst dropSmaller wins−6.5%

1.4%VolatilityLower wins3.6%

4–2SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUB · CMF

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

Both

5Y2 funds

#			Trend
1	ASUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.57%	0.0%	+1.5%	+2.3%	+3.4%	+1.6%	−1.9%	$13.3B
2	BCMF	iShares California Muni Bond ETFRead Desk		0.08%	3.04%	+0.4%	−0.2%	+0.4%	+4.2%	+0.5%	−6.5%	$5.4B

End-of-day Nov 4, 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%	2.57%	0.0%	+1.5%	+2.3%	+3.4%	+1.6%	−1.9%	$13.3B
2	BCMF	iShares California Muni Bond ETFRead Desk		0.08%	3.04%	+0.4%	−0.2%	+0.4%	+4.2%	+0.5%	−6.5%	$5.4B

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

SUB vs CMF

SUB

iShares Short-Term National Muni Bond

$10,841

CMF

iShares California Muni Bond

$10,278

MeasureSUBCMF

Fee0.07%0.08%

Cost on $10k a year$7$8

Yield2.57%3.04%

5 years, per year+1.6%+0.5%

3 years, per year+3.4%+4.2%

Worst drop · 1Y−1.9%−6.5%

Volatility · 1Y1.4%3.6%

4–2measures won
SUB first

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SUB, CMF

Today

[…]holdings […]

SUBCMF

SUB—[…]

CMF[…]—

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

Income After Fees on $10,000

$296most kept, CMF

CMF$304 − $8 = $296

SUB$257 − $7 = $250

KeptFee

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