Compare · 2 funds side by side · dividends reinvested

FUMB and JPST

FUMBFirst Trust×JPSTJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,103JPST · best of the two

02 / 04

FUMB and JPST, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Ultra-Short Income ETFBonds & Cash · Ultra-short0.18%4.14%+2.8%+3.5%+4.9%+3.9%−0.2%0.5%$42.4B1.0

First Trust Ultra Short Duration Municipal ETFBonds & Cash · Ultra-short0.29%2.70%+2.2%+2.6%+3.0%+2.2%−0.7%1.0%$299M2.0

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: FUMB 2018 · JPST 2017

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Ultra Short Duration Municipal ETF · $299M$11,146

FUMB

JPST

JPMorgan Ultra-Short Income ETF · $42.4B$12,103

$10,000 five years ago, dividends reinvested

FUMBMeasureJPST

+2.2%Year to dateJan 1 → Nov 3+2.8%

+2.6%1 yearTotal return+3.5%

+3.0%3 years · per year$10,000 became $10,915 · $11,552+4.9%

+2.2%5 years · per year$10,000 became $11,146 · $12,103+3.9%

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

2.70%Trailing 12-mo yield$270 · $414 a year on $10k4.14%

−0.7%Worst dropSmaller is better−0.2%

1.0%VolatilityLower is calmer0.5%

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

0–8JPST wins

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

More Ways to See the Pairs

FUMB vs JPST: Top 5 Holdings

Today

FUMB

[…]in top 5

JPST

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

FUMB vs JPST Returns, Every Period

First TrustFUMB

+2.2%

5 years, per year

JPSTJ.P. Morgan

+3.9%

5 years, per year

FUMBJPSTFaded: behind in that period

0–4JPST wins

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

FUMB vs JPST

YTD

First TrustFUMB

+2.2%

JPSTJ.P. Morgan

+2.8%

+2.2%Year to date+2.8%

−0.7%Worst drop · 1Y−0.2%

1.0%Volatility · 1Y0.5%

2.7%Yield4.1%

$299MAssets$42.4B

4–0JPST wins

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

Cost, Income and Risk

Fees: FUMB, JPST

Today

0.18%lowest, JPST

FundExpense ratioFee$10k

JPST0.18%$18

FUMB0.29%$29

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

Yields: FUMB, JPST

4.14%highest, JPST

FundTrailing yieldYield$10k

JPST4.14%$414

FUMB2.70%$270

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

Income After Fees on $10,000

$396most kept, JPST

JPST$414 − $18 = $396

FUMB$270 − $29 = $241

KeptFee

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

Overlap: FUMB, JPST

Today

[…]holdings […]

FUMBJPST

FUMB—[…]

JPST[…]—

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

Return vs Bumpiness: 2 ETFs

+3.5%JPST, at 0.5% volatility

JPSTWorst drop−0.2%0.5% vol

FUMBWorst drop−0.7%1.0% vol

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

Paid More vs Made More

YTD

JPSTFUMB

+2.8%Year to date+2.2%

4.1%Yield2.7%

+3.5%Past year+2.6%

0.18%Fee0.29%

4–0JPST wins

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