SUB vs MMIN

ASUB

BMMIN

Measures won4–2SUB wins · of 6 · 5Y

$10,000 · 5Y$10,853SUB · MMIN $10,282

Lowest cost0.07%SUB · $7 on $10k

Most income4.09%MMIN · $409 on $10k

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

Held in common[…]SUB and MMIN

SUB

MMIN

iShares Short-Term National Muni Bond ETF · $13.3BNYLI MacKay Muni Insured ETF · $587M

+3.4%3 years · per year$11,053 · $11,812+5.7%

+1.7%5 years · per year$10,853 · $10,282+0.6%

0.07%Expense ratio$7 · $40 on $10k · lower wins0.40%

2.57%12-mo yield$257 · $409 on $10k4.09%

−1.9%Worst dropSmaller wins−7.7%

1.4%VolatilityLower wins4.4%

4–2SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUB · MMIN

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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%	+0.1%	+1.6%	+2.4%	+3.4%	+1.7%	−1.9%	$13.3B
2	BMMIN	NYLI MacKay Muni Insured ETFRead Desk		0.40%	4.09%	+0.5%	+0.8%	+1.2%	+5.7%	+0.6%	−7.7%	$587M

End-of-day Nov 5, 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%	+0.1%	+1.6%	+2.4%	+3.4%	+1.7%	−1.9%	$13.3B
2	BMMIN	NYLI MacKay Muni Insured ETFRead Desk		0.40%	4.09%	+0.5%	+0.8%	+1.2%	+5.7%	+0.6%	−7.7%	$587M

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

Cards for this view

SUB vs MMIN

SUB

iShares Short-Term National Muni Bond

$10,853

MMIN

NYLI MacKay Muni Insured

$10,282

MeasureSUBMMIN

Fee0.07%0.40%

Cost on $10k a year$7$40

Yield2.57%4.09%

5 years, per year+1.7%+0.6%

3 years, per year+3.4%+5.7%

Worst drop · 1Y−1.9%−7.7%

Volatility · 1Y1.4%4.4%

4–2measures won
SUB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SUB, MMIN

Today

[…]holdings […]

SUBMMIN

SUB—[…]

MMIN[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$369most kept, MMIN

MMIN$409 − $40 = $369

SUB$257 − $7 = $250

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee