SUB vs SPY

ASUB

BSPY

Measures won4–2SUB wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SUB $10,853

Lowest cost0.07%SUB · $7 on $10k

Most income2.57%SUB · $257 on $10k

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

Held in common[…]SUB and SPY

SUB

SPY

iShares Short-Term National Muni Bond ETF · $13.3BState Street SPDR S&P 500 ETF · $805B

+3.4%3 years · per year$11,053 · $18,174+22.0%

+1.7%5 years · per year$10,853 · $17,099+11.3%

0.07%Expense ratio$7 · $9 on $10k · lower wins0.09%

2.57%12-mo yield$257 · $103 on $10k1.03%

−1.9%Worst dropSmaller wins−8.9%

1.4%VolatilityLower wins13.6%

4–2SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUB · SPY

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	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

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	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

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 SPY

SUB

iShares Short-Term National Muni Bond

$10,853

SPY

SPDR S&P 500

$17,099

MeasureSUBSPY

Fee0.07%0.09%

Cost on $10k a year$7$9

Yield2.57%1.03%

5 years, per year+1.7%+11.3%

3 years, per year+3.4%+22.0%

Worst drop · 1Y−1.9%−8.9%

Volatility · 1Y1.4%13.6%

4–2measures won
SUB first

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

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

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

Overlap: SUB, SPY

Today

[…]holdings […]

SUBSPY

SUB—[…]

SPY[…]—

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

Income After Fees on $10,000

$250most kept, SUB

SUB$257 − $7 = $250

SPY$103 − $9 = $94

KeptFee

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