Compare · 2 funds side by side · dividends reinvested

IBMR and JMUB

IBMRiShares×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

IBMR and JMUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Dec 2029 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.54%+1.0%+1.6%+4.5%[…]−2.9%1.9%$529M1.3

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.82%−0.0%+0.3%+4.5%+1.1%−5.9%3.4%$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 3, 2026 · returns include dividends · since: IBMR 2023 · JMUB 2018

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2029 Term Muni Bond ETF · $529M[…]

IBMR

JMUB

JPMorgan Municipal ETF · $9.0B$10,543

$10,000 five years ago, dividends reinvested

IBMRMeasureJMUB

+1.0%Year to dateJan 1 → Nov 3−0.0%

+1.6%1 yearTotal return+0.3%

+4.5%3 years · per year$10,000 became $11,417 · $11,421+4.5%

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

0.10%Expense ratio$10 · $18 a year on $10k · lower is better0.18%

2.54%Trailing 12-mo yield$254 · $382 a year on $10k3.82%

−2.9%Worst dropSmaller is better−5.9%

1.9%VolatilityLower is calmer3.4%

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

5–1IBMR wins

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

More Ways to See the Pairs

IBMR vs JMUB: Top 5 Holdings

Today

IBMR

[…]in top 5

JMUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IBMR vs JMUB Returns, Every Period

iSharesIBMR

+1.6%

past year

JMUBJ.P. Morgan

+0.3%

past year

IBMRJMUBFaded: behind in that period

2–0IBMR wins

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

IBMR vs JMUB

YTD

iSharesIBMR

+1.0%

JMUBJ.P. Morgan

−0.0%

+1.0%Year to date−0.0%

−2.9%Worst drop · 1Y−5.9%

1.9%Volatility · 1Y3.4%

2.5%Yield3.8%

$529MAssets$9.0B

3–1IBMR wins

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

Cost, Income and Risk

Fees: IBMR, JMUB

Today

0.10%lowest, IBMR

FundExpense ratioFee$10k

IBMR0.10%$10

JMUB0.18%$18

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

Yields: IBMR, JMUB

3.82%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.82%$382

IBMR2.54%$254

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

Income After Fees on $10,000

$364most kept, JMUB

JMUB$382 − $18 = $364

IBMR$254 − $10 = $244

KeptFee

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

Overlap: IBMR, JMUB

Today

[…]holdings […]

IBMRJMUB

IBMR—[…]

JMUB[…]—

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

Return vs Bumpiness: 2 ETFs

+1.6%IBMR, at 1.9% volatility

IBMRWorst drop−2.9%1.9% 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

JMUBIBMR

−0.0%Year to date+1.0%

3.8%Yield2.5%

+0.3%Past year+1.6%

0.18%Fee0.10%

3–1IBMR 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