Compare · 2 funds side by side · dividends reinvested

DFCA and JMUB

DFCADimensional×JMUBJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,543JMUB · best of the two

02 / 04

DFCA and JMUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - California Municipal Bond ETFBonds & Cash · Municipal0.19%2.87%+0.2%+0.8%+3.3%[…]−5.0%2.5%$540M1.4

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.82%−0.0%+0.3%+4.5%+1.1%−5.9%3.4%$9.0B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFCA 2023 · JMUB 2018

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Municipal ETF · $9.0B$10,543

JMUB

DFCA

Dimensional - California Municipal Bond ETF · $540M[…]

$10,000 five years ago, dividends reinvested

JMUBMeasureDFCA

−0.0%Year to dateJan 1 → Nov 3+0.2%

+0.3%1 yearTotal return+0.8%

+4.5%3 years · per year$10,000 became $11,421 · $11,022+3.3%

+1.1%5 years · per year$10,000 became $10,543 · […][…]

0.18%Expense ratio$18 · $19 a year on $10k · lower is better0.19%

3.82%Trailing 12-mo yield$382 · $287 a year on $10k2.87%

−5.9%Worst dropSmaller is better−5.0%

3.4%VolatilityLower is calmer2.5%

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

3–4DFCA wins

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

More Ways to See the Pairs

JMUB vs DFCA: Top 5 Holdings

Today

JMUB

[…]in top 5

DFCA

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

JMUB vs DFCA Returns, Every Period

J.P. MorganJMUB

+0.3%

past year

DFCADimensional

+0.8%

past year

JMUBDFCAFaded: behind in that period

1–2DFCA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JMUB vs DFCA

YTD

J.P. MorganJMUB

−0.0%

DFCADimensional

+0.2%

−0.0%Year to date+0.2%

−5.9%Worst drop · 1Y−5.0%

3.4%Volatility · 1Y2.5%

3.8%Yield2.9%

$9.0BAssets$540M

3–1DFCA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFCA, JMUB

Today

0.18%lowest, JMUB

FundExpense ratioFee$10k

JMUB0.18%$18

DFCA0.19%$19

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFCA, JMUB

3.82%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.82%$382

DFCA2.87%$287

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$364most kept, JMUB

JMUB$382 − $18 = $364

DFCA$287 − $19 = $268

KeptFee

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

Overlap: DFCA, JMUB

Today

[…]holdings […]

DFCAJMUB

DFCA—[…]

JMUB[…]—

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

Return vs Bumpiness: 2 ETFs

+0.8%DFCA, at 2.5% volatility

DFCAWorst drop−5.0%2.5% vol

JMUBWorst drop−5.9%3.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JMUBDFCA

−0.0%Year to date+0.2%

3.8%Yield2.9%

+0.3%Past year+0.8%

0.18%Fee0.19%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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