SUB vs TAXF

ASUB

BTAXF

Measures won4–2SUB wins · of 6 · 5Y

$10,000 · 5Y$10,861SUB · TAXF $10,526

Lowest cost0.07%SUB · $7 on $10k

Most income3.90%TAXF · $390 on $10k

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

Held in common[…]SUB and TAXF

SUB

TAXF

iShares Short-Term National Muni Bond ETF · $13.4BAmerican Century Diversified Municipal Bond ETF · $772M

+3.3%3 years · per year$11,021 · $11,566+5.0%

+1.7%5 years · per year$10,861 · $10,526+1.0%

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

2.57%12-mo yield$257 · $390 on $10k3.90%

−1.9%Worst dropSmaller wins−6.8%

1.4%VolatilityLower wins4.1%

4–2SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUB · TAXF

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

Held in common[…]

End-of-day Nov 9, 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%	0.0%	+1.6%	+2.4%	+3.3%	+1.7%	−1.9%	$13.4B
2	BTAXF	American Century Diversified Municipal Bond ETFRead Desk		0.25%	3.90%	+0.1%	+1.3%	+1.6%	+5.0%	+1.0%	−6.8%	$772M

End-of-day Nov 9, 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%	0.0%	+1.6%	+2.4%	+3.3%	+1.7%	−1.9%	$13.4B
2	BTAXF	American Century Diversified Municipal Bond ETFRead Desk		0.25%	3.90%	+0.1%	+1.3%	+1.6%	+5.0%	+1.0%	−6.8%	$772M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SUB vs TAXF

SUB

iShares Short-Term National Muni Bond

$10,861

TAXF

American Century Diversified Municipal Bond

$10,526

MeasureSUBTAXF

Fee0.07%0.25%

Cost on $10k a year$7$25

Yield2.57%3.90%

5 years, per year+1.7%+1.0%

3 years, per year+3.3%+5.0%

Worst drop · 1Y−1.9%−6.8%

Volatility · 1Y1.4%4.1%

4–2measures won
SUB first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SUB, TAXF

Today

[…]holdings […]

SUBTAXF

SUB—[…]

TAXF[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$365most kept, TAXF

TAXF$390 − $25 = $365

SUB$257 − $7 = $250

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee