Compare · 2 funds side by side · dividends reinvested

JMUB and FSMB

JMUBJ.P. Morgan×FSMBFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,807FSMB · best of the two

02 / 04

JMUB and FSMB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.5%+2.1%+3.9%+1.6%−2.4%1.8%$661M1.4

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.79%+0.8%+1.1%+4.9%+1.2%−5.9%3.5%$9.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JMUB 2018 · FSMB 2018

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Municipal ETF · $9.0B$11,552

JMUB

FSMB

First Trust Short Duration Managed Municipal ETF · $661M$11,229

$10,000 three years ago, dividends reinvested

JMUBMeasureFSMB

+0.8%Year to dateJan 1 → Nov 5+1.5%

+1.1%1 yearTotal return+2.1%

+4.9%3 years · per year$10,000 became $11,552 · $11,229+3.9%

+1.2%5 years · per year$10,000 became $10,620 · $10,807+1.6%

0.18%Expense ratio$18 · $34 a year on $10k · lower is better0.34%

3.79%Trailing 12-mo yield$379 · $321 a year on $10k3.21%

−5.9%Worst dropSmaller is better−2.4%

3.5%VolatilityLower is calmer1.8%

JMUBFSMB Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5FSMB wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JMUB vs FSMB: Top 5 Holdings

Today

JMUB

[…]in top 5

FSMB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

JMUB vs FSMB Returns, Every Period

J.P. MorganJMUB

+1.2%

5 years, per year

FSMBFirst Trust

+1.6%

5 years, per year

JMUBFSMBFaded: behind in that period

1–3FSMB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JMUB vs FSMB

YTD

J.P. MorganJMUB

+0.8%

FSMBFirst Trust

+1.5%

+0.8%Year to date+1.5%

−5.9%Worst drop · 1Y−2.4%

3.5%Volatility · 1Y1.8%

3.8%Yield3.2%

$9.0BAssets$661M

3–1FSMB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMUB, FSMB

Today

0.18%lowest, JMUB

FundExpense ratioFee$10k

JMUB0.18%$18

FSMB0.34%$34

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JMUB, FSMB

3.79%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.79%$379

FSMB3.21%$321

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$361most kept, JMUB

JMUB$379 − $18 = $361

FSMB$321 − $34 = $287

KeptFee

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

Overlap: JMUB, FSMB

Today

[…]holdings […]

JMUBFSMB

JMUB—[…]

FSMB[…]—

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

Return vs Bumpiness: 2 ETFs

+2.1%FSMB, at 1.8% volatility

FSMBWorst drop−2.4%1.8% vol

JMUBWorst drop−5.9%3.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JMUBFSMB

+0.8%Year to date+1.5%

3.8%Yield3.2%

+1.1%Past year+2.1%

0.18%Fee0.34%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026