MUB — iShares National Muni Bond ETF

iShares (BlackRock) · Expense Ratio: 0.05% · US Bonds · roughly average for its US Bonds category

Portfolio Hedge

Key Facts

TickerMUB
Full NameiShares National Muni Bond ETF
ProvideriShares (BlackRock)
Expense Ratio0.05%
CategoryUS Bonds
Assets Under Management$25B
Inception Year2007 (19 years ago)
Number of Holdings5,800
Dividend Yield~2.8% (high)
Top HoldingsCA Muni, NY Muni, TX Muni

What Is MUB?

MUB, managed by iShares (BlackRock), launched in 2007, is a major ETF with deep liquidity and tight bid-ask spreads in the US Bonds category. US bond market ETF providing fixed income exposure to government and corporate bonds. With $25B in assets under management, it benefits from deep institutional liquidity and tight bid-ask spreads.

MUB in a FIRE Portfolio

Bonds and inflation-protected securities act as portfolio ballast — reducing volatility and providing stability during the distribution phase for FIRE investors.

As a portfolio hedge:

Bonds stabilize your portfolio during stock market crashes. In a FIRE portfolio, a common allocation is 101% stocks / -1% bonds (the "101 minus your age" rule). Bond funds like MUB provide the fixed-income portion of this allocation.

Cost Analysis: How MUB's 0.05% Fee Affects Your FIRE Timeline

At 0.05%, MUB is very cost-effective. Annual fees on a $100K investment: $50. Over 30 years, the fee drag shaves approximately 0.3% off your total returns. For a $1M FIRE portfolio, that's about $5,000 in cumulative fees — noticeable but reasonable for most investors.

Dividend Income Potential

With a high dividend yield of approximately 2.8%, here's what MUB could generate in annual income at different portfolio sizes:

Portfolio Value Annual Dividend Income Monthly Income
$100,000 $2,800/year $233/month
$250,000 $7,000/year $583/month
$500,000 $14,000/year $1,167/month
$1,000,000 $28,000/year $2,333/month

Frequently Asked Questions About MUB

What is the expense ratio for MUB?

MUB has an expense ratio of 0.05%. This is very cost-effective — on a $100K portfolio, annual fees are $50. Roughly average for its us bonds category.

Is MUB good for a FIRE portfolio?

Bonds and inflation-protected securities act as portfolio ballast — reducing volatility and providing stability during the distribution phase for FIRE investors. Its 0.05% expense ratio is very cost-effective for the US Bonds category.

How does the 0.05% fee affect long-term returns?

At 0.05%, you'll pay $50/year per $100K invested. Over 30 years, fees reduce total returns by approximately 0.3%. Use the embedded calculator below to model the exact impact on your specific portfolio.

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Calculate Your FIRE Number using MUB

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