SUB vs VSDM

ASUB

BVSDM

Measures won3–1SUB wins · of 6 · 5Y

$10,000 · 5Y$10,860SUB

Lowest cost0.07%SUB · $7 on $10k

Most income3.10%VSDM · $310 on $10k

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

Held in common[…]SUB and VSDM

SUB

VSDM

iShares Short-Term National Muni Bond ETF · $13.4BVanguard Municipal Bond Funds - Vanguard Short Duration Tax-Exempt Bond ETF · $1.2B

+3.4%3 years · per year$11,045 · […][…]

+1.7%5 years · per year$10,860 · […][…]

0.07%Expense ratio$7 · $12 on $10k · lower wins0.12%

2.57%12-mo yield$257 · $310 on $10k3.10%

−1.9%Worst dropSmaller wins−2.8%

1.4%VolatilityLower wins1.8%

3–1SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUB · VSDM

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

Held in common[…]

End-of-day Nov 6, 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%	+2.5%	+3.4%	+1.7%	−1.9%	$13.4B
2	BVSDM	Vanguard Municipal Bond Funds - Vanguard Short Duration Tax-Exempt Bond ETFRead Desk		0.12%	3.10%	0.0%	+2.0%	+2.7%	new	new	−2.8%	$1.2B

End-of-day Nov 6, 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%	+2.5%	+3.4%	+1.7%	−1.9%	$13.4B
2	BVSDM	Vanguard Municipal Bond Funds - Vanguard Short Duration Tax-Exempt Bond ETFRead Desk		0.12%	3.10%	0.0%	+2.0%	+2.7%	new	new	−2.8%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SUB vs VSDM

SUB

iShares Short-Term National Muni Bond

$10,860

VSDM

Vanguard Municipal Bond Funds - Vanguard Short Duration Tax-Exempt Bond

[…]

MeasureSUBVSDM

Fee0.07%0.12%

Cost on $10k a year$7$12

Yield2.57%3.10%

5 years, per year+1.7%[…]

3 years, per year+3.4%[…]

Worst drop · 1Y−1.9%−2.8%

Volatility · 1Y1.4%1.8%

3–1measures won
SUB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SUB, VSDM

Today

[…]holdings […]

SUBVSDM

SUB—[…]

VSDM[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$298most kept, VSDM

VSDM$310 − $12 = $298

SUB$257 − $7 = $250

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee