SUB vs SPYM

ASUB

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · SUB $10,853

Lowest cost0.02%SPYM · $2 on $10k

Most income2.57%SUB · $257 on $10k

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

Held in common[…]SUB and SPYM

SUB

SPYM

iShares Short-Term National Muni Bond ETF · $13.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+3.4%3 years · per year$11,053 · $18,222+22.1%

+1.7%5 years · per year$10,853 · $17,164+11.4%

0.07%Expense ratio$7 · $2 on $10k · lower wins0.02%

2.57%12-mo yield$257 · $106 on $10k1.06%

−1.9%Worst dropSmaller wins−8.9%

1.4%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSUB · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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%	$13.4B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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%	$13.4B

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 SPYM

SUB

iShares Short-Term National Muni Bond

$10,853

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureSUBSPYM

Fee0.07%0.02%

Cost on $10k a year$7$2

Yield2.57%1.06%

5 years, per year+1.7%+11.4%

3 years, per year+3.4%+22.1%

Worst drop · 1Y−1.9%−8.9%

Volatility · 1Y1.4%13.6%

3–3measures won
level

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$819B

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%

$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

Overlap: SUB, SPYM

Today

[…]holdings […]

SUBSPYM

SUB—[…]

SPYM[…]—

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

SPYM$106 − $2 = $104

KeptFee

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