XMPT vs SUB

AXMPT

BSUB

Measures won2–4SUB wins · of 6 · 5Y

$10,000 · 5Y$10,853SUB · BND $9,983

Lowest cost0.03%BND · $3 on $10k

Most income6.35%XMPT · $635 on $10k

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

Held in common[…]XMPT and SUB

XMPT

SUB

VanEck CEF Muni Income ETF · $206MiShares Short-Term National Muni Bond ETF · $13.4B

+9.2%3 years · per year$13,026 · $11,053+3.4%

−2.0%5 years · per year$9,044 · $10,853+1.7%

3.40%Expense ratio$340 · $7 on $10k · lower wins0.07%

6.35%12-mo yield$635 · $257 on $10k2.57%

−13.8%Worst dropSmaller wins−1.9%

9.5%VolatilityLower wins1.4%

2–4SUB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXMPT · SUB

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

All Three

5Y3 funds

#
1	BSUB	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
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
3	AXMPT	VanEck CEF Muni Income ETFRead Desk	3.40%	6.35%	−0.8%	−3.7%	−3.1%	+9.2%	−2.0%	−13.8%	$206M

End-of-day Nov 5, 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%	2.57%	+0.1%	+1.6%	+2.4%	+3.4%	+1.7%	−1.9%	$13.4B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
3	AXMPT	VanEck CEF Muni Income ETFRead Desk	3.40%	6.35%	−0.8%	−3.7%	−3.1%	+9.2%	−2.0%	−13.8%	$206M

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

XMPT vs SUB

XMPT

VanEck CEF Muni Income

$9,044

SUB

iShares Short-Term National Muni Bond

$10,853

MeasureXMPTSUB

Fee3.40%0.07%

Cost on $10k a year$340$7

Yield6.35%2.57%

5 years, per year−2.0%+1.7%

3 years, per year+9.2%+3.4%

Worst drop · 1Y−13.8%−1.9%

Volatility · 1Y9.5%1.4%

4–2measures won
SUB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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: XMPT, SUB, BND

Today

[…]holdings […]

XMPTSUBBND

XMPT—[…][…]

SUB[…]—[…]

BND[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

XMPT$635 − $340 = $295

SUB$257 − $7 = $250

KeptFee

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