SUB vs SCNM

ASUB

BSCNM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,853SUB

Lowest cost0.07%SUB · $7 on $10k

Most income3.07%SCNM · $307 on $10k

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

Held in common[…]SUB and SCNM

SUB

SCNM

iShares Short-Term National Muni Bond ETF · $13.4BSterling Capital National Municipal Bond ETF · $243M

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

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

0.07%Expense ratio$7 · $35 on $10k · lower wins0.35%

2.57%12-mo yield$257 · $307 on $10k3.07%

−1.9%Worst dropSmaller wins[…]

1.4%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsSUB · SCNM

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%	$13.4B
2	BSCNM	Sterling Capital National Municipal Bond ETFRead Desk		0.35%	3.07%	+0.2%	0.0%	new	new	new	[…]	$243M

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%	$13.4B
2	BSCNM	Sterling Capital National Municipal Bond ETFRead Desk		0.35%	3.07%	+0.2%	0.0%	new	new	new	[…]	$243M

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 SCNM

SUB

iShares Short-Term National Muni Bond

$10,853

SCNM

Sterling Capital National Municipal Bond

[…]

MeasureSUBSCNM

Fee0.07%0.35%

Cost on $10k a year$7$35

Yield2.57%3.07%

5 years, per year+1.7%[…]

3 years, per year+3.4%[…]

Worst drop · 1Y−1.9%[…]

Volatility · 1Y1.4%[…]

1–1measures won
level

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SUB, SCNM

Today

[…]holdings […]

SUBSCNM

SUB—[…]

SCNM[…]—

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

Income After Fees on $10,000

$272most kept, SCNM

SCNM$307 − $35 = $272

SUB$257 − $7 = $250

KeptFee

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