Compare · 3 funds side by side · dividends reinvested

JEPI, CGUI and MUB

JEPIJ.P. Morgan×CGUICapital Group×MUBiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

JEPI, CGUI and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.6%[…][…]−0.2%0.9%$442M1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.8

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.29%−0.3%−0.2%+3.4%+0.6%−6.3%3.9%$54.9B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: JEPI 2020 · CGUI 2024 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Ultra Short Income ETF · $442M[…]

CGUI

MUB

iShares National Muni Bond ETF · $54.9B$10,302

$10,000 five years ago, dividends reinvested

CGUIMeasure

More Ways to See the Pairs

CGUI vs MUB: Top 5 Holdings

Today

CGUI

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

CGUI vs MUB Returns, Every Period

1Y

Capital GroupCGUI

+3.6%

past year

Cost, Income and Risk

Fees: JEPI, CGUI, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

CGUI0.18%$18

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JEPI, CGUI, MUB

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

MUB

+2.9%Year to dateJan 1 → Nov 12−0.3%

+3.6%1 yearTotal return−0.2%

[…]3 years · per year$10,000 became […] · $11,057+3.4%

[…]5 years · per year$10,000 became […] · $10,302+0.6%

0.18%Expense ratio$18 · $5 a year on $10k · lower is better0.05%

3.82%Trailing 12-mo yield$382 · $329 a year on $10k3.29%

−0.2%Worst dropSmaller is better−6.3%

0.9%VolatilityLower is calmer3.9%

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

5–1CGUI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

MUB

iShares

−0.2%

past year

CGUIMUBFaded: behind in that period

2–0CGUI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CGUI vs JEPI

YTD

Capital GroupCGUI

+2.9%

JEPIJ.P. Morgan

+8.3%

+2.9%Year to date+8.3%

−0.2%Worst drop · 1Y−6.7%

0.9%Volatility · 1Y9.0%

3.8%Yield7.9%

$442MAssets$46.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

CGUI3.82%$382

MUB3.29%$329

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

CGUI$382 − $18 = $364

MUB$329 − $5 = $324

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPI, CGUI, MUB

Today

[…]holdings […]

JEPICGUIMUB

JEPI—[…][…]

CGUI[…]—[…]

MUB[…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

CGUIWorst drop−0.2%0.9% vol

MUBWorst drop−6.3%3.9% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICGUI

+8.3%Year to date+2.9%

7.9%Yield3.8%

+10.1%Past year+3.6%

0.35%Fee0.18%

3–1JEPI wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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JEPI, CGUI and MUB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three