SUB vs SPYM

ASUB

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income2.58%SUB · $258 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 · $13.3BState Street SPDR Portfolio S&P 500 ETF · $185B

+3.4%3 years · per year$11,047 · $19,092+24.1%

+1.6%5 years · per year$10,836 · $17,749+12.2%

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

2.58%12-mo yield$258 · $103 on $10k1.03%

−1.9%Worst dropSmaller wins−8.9%

1.4%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSUB · SPYM

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

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	ASUB	iShares Short-Term National Muni Bond ETFRead Desk	0.07%	2.58%	+0.1%	+1.4%	+2.2%	+3.4%	+1.6%	−1.9%	$13.3B

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	ASUB	iShares Short-Term National Muni Bond ETFRead Desk	0.07%	2.58%	+0.1%	+1.4%	+2.2%	+3.4%	+1.6%	−1.9%	$13.3B

End-of-day Nov 3, 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

$10,836

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureSUBSPYM

Fee0.07%0.02%

Cost on $10k a year$7$2

Yield2.58%1.03%

5 years, per year+1.6%+12.2%

3 years, per year+3.4%+24.1%

Worst drop · 1Y−1.9%−8.9%

Volatility · 1Y1.4%12.7%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SUB, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SUBSPYMSPY

SUB—[…][…]

SPYM[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$251most kept, SUB

SUB$258 − $7 = $251

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee