SUB vs PMIO

ASUB

BPMIO

Measures won3–1SUB wins · of 6 · 5Y

$10,000 · 5Y$10,853SUB

Lowest cost0.07%SUB · $7 on $10k

Most income3.84%PMIO · $384 on $10k

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

Held in common[…]SUB and PMIO

SUB

PMIO

iShares Short-Term National Muni Bond ETF · $13.3BPGIM Municipal Income Opportunities ETF · $65M

+3.4%3 years · per year$11,053 · […][…]

+1.7%5 years · per year$10,853 · […][…]

0.07%Expense ratio$7 · $25 on $10k · lower wins0.25%

2.57%12-mo yield$257 · $384 on $10k3.84%

−1.9%Worst dropSmaller wins−4.9%

1.4%VolatilityLower wins2.9%

3–1SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUB · PMIO

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	BPMIO	PGIM Municipal Income Opportunities ETFRead Desk		0.25%	3.84%	+0.3%	+1.9%	+2.3%	new	new	−4.9%	$65M

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	BPMIO	PGIM Municipal Income Opportunities ETFRead Desk		0.25%	3.84%	+0.3%	+1.9%	+2.3%	new	new	−4.9%	$65M

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 PMIO

SUB

iShares Short-Term National Muni Bond

$10,853

PMIO

PGIM Municipal Income Opportunities

[…]

MeasureSUBPMIO

Fee0.07%0.25%

Cost on $10k a year$7$25

Yield2.57%3.84%

5 years, per year+1.7%[…]

3 years, per year+3.4%[…]

Worst drop · 1Y−1.9%−4.9%

Volatility · 1Y1.4%2.9%

3–1measures 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, PMIO

Today

[…]holdings […]

SUBPMIO

SUB—[…]

PMIO[…]—

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

Income After Fees on $10,000

$359most kept, PMIO

PMIO$384 − $25 = $359

SUB$257 − $7 = $250

KeptFee

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