TAXT vs SUB

ATAXT

BSUB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,836SUB · BNDX $10,152

Lowest cost0.05%TAXT · $5 on $10k

Most income4.67%BNDX · $467 on $10k

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

Held in common[…]TAXT and SUB

TAXT

SUB

Northern Trust Tax-Exempt Bond ETF · $196MiShares Short-Term National Muni Bond ETF · $13.3B

[…]3 years · per year[…] · $11,047+3.4%

[…]5 years · per year[…] · $10,836+1.6%

0.05%Expense ratio$5 · $7 on $10k · lower wins0.07%

3.19%12-mo yield$319 · $258 on $10k2.58%

−5.4%Worst dropSmaller wins−1.9%

3.4%VolatilityLower wins1.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTAXT · SUB

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	BSUB	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
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.1%	+0.2%	−0.5%	+4.4%	+0.3%	−3.2%	$82.9B
3	ATAXT	Northern Trust Tax-Exempt Bond ETFRead Desk	0.05%	3.19%	+0.1%	+1.6%	+2.2%	new	new	−5.4%	$196M

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	BSUB	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
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.1%	+0.2%	−0.5%	+4.4%	+0.3%	−3.2%	$82.9B
3	ATAXT	Northern Trust Tax-Exempt Bond ETFRead Desk	0.05%	3.19%	+0.1%	+1.6%	+2.2%	new	new	−5.4%	$196M

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

TAXT vs SUB

TAXT

Northern Trust Tax-Exempt Bond

[…]

SUB

iShares Short-Term National Muni Bond

$10,836

MeasureTAXTSUB

Fee0.05%0.07%

Cost on $10k a year$5$7

Yield3.19%2.58%

5 years, per year[…]+1.6%

3 years, per year[…]+3.4%

Worst drop · 1Y−5.4%−1.9%

Volatility · 1Y3.4%1.4%

2–2measures 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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: TAXT, SUB, BNDX

Today

[…]holdings […]

TAXTSUBBNDX

TAXT—[…][…]

SUB[…]—[…]

BNDX[…][…]—

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

Income After Fees on $10,000

$460most kept, BNDX

BNDX$467 − $7 = $460

TAXT$319 − $5 = $314

SUB$258 − $7 = $251

KeptFee

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