Compare · 2 funds side by side · dividends reinvested

CGSM and JMUB

CGSMCapital Group×JMUBJ.P. Morgan×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,465JMUB · best of the two

Story of the two · IncomeMost incomeJMUB · 3.83% · $383 a year on $10k

Story of the two · RiskSmallest drop

CGSM and JMUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Short Duration Municipal Income ETFBonds & Cash · Municipal0.25%2.89%+1.6%+2.1%+4.3%[…]−2.3%1.8%$1.8B1.3

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.83%−0.2%+0.0%+3.7%+0.9%−5.9%3.6%$9.2B1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: CGSM 2023 · JMUB 2018

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Municipal ETF · $9.2B$10,465

JMUB

CGSM

Capital Group Short Duration Municipal Income ETF · $1.8B[…]

$10,000 five years ago, dividends reinvested

JMUBMeasureCGSM

−0.2%

More Ways to See the Pairs

JMUB vs CGSM: Top 5 Holdings

Today

JMUB

[…]in top 5

CGSM

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

JMUB vs CGSM Returns, Every Period

1Y

J.P. MorganJMUB

+0.0%

past year

Cost, Income and Risk

Fees: CGSM, JMUB

Today

0.18%lowest, JMUB

FundExpense ratioFee$10k

JMUB0.18%$18

CGSM0.25%$25

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CGSM, JMUB

1Y

3.83%highest, JMUB

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to date

Jan 1 → Nov 13

+1.6%

+0.0%1 yearTotal return+2.1%

+3.7%3 years · per year$10,000 became $11,163 · $11,345+4.3%

+0.9%5 years · per year$10,000 became $10,465 · […][…]

0.18%Expense ratio$18 · $25 a year on $10k · lower is better0.25%

3.83%Trailing 12-mo yield$383 · $289 a year on $10k2.89%

−5.9%Worst dropSmaller is better−2.3%

3.6%VolatilityLower is calmer1.8%

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

2–5CGSM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

CGSMCapital Group

+2.1%

past year

JMUBCGSMFaded: behind in that period

0–3CGSM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

JMUB vs CGSM

YTD

J.P. MorganJMUB

−0.2%

CGSMCapital Group

+1.6%

−0.2%Year to date+1.6%

−5.9%Worst drop · 1Y−2.3%

3.6%Volatility · 1Y1.8%

3.8%Yield2.9%

$9.2BAssets$1.8B

3–1CGSM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

JMUB3.83%$383

CGSM2.89%$289

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$365most kept, JMUB

JMUB$383 − $18 = $365

CGSM$289 − $25 = $264

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CGSM, JMUB

Today

[…]holdings […]

CGSMJMUB

CGSM—[…]

JMUB[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.1%CGSM, at 1.8% volatility

CGSMWorst drop−2.3%1.8% vol

JMUBWorst drop−5.9%3.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JMUBCGSM

−0.2%Year to date+1.6%

3.8%Yield2.9%

+0.0%Past year+2.1%

0.18%Fee0.25%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Loading…

CGSM and JMUB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two