Compare · 2 funds side by side · dividends reinvested

JEPI and MUB

JEPIJ.P. Morgan×MUBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

JEPI and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.4

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.7B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

MUB

iShares National Muni Bond ETF · $54.7B$10,414

$10,000 five years ago, dividends reinvested

JEPIMeasureMUB

+5.2%Year to dateJan 1 → Nov 5+0.5%

+8.3%1 yearTotal return+0.9%

+11.0%3 years · per year$10,000 became $13,674 · $11,418+4.5%

+7.1%5 years · per year$10,000 became $14,108 · $10,414+0.8%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

8.09%Trailing 12-mo yield$809 · $327 a year on $10k3.27%

−6.7%Worst dropSmaller is better−6.3%

8.8%VolatilityLower is calmer3.7%

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

5–3JEPI wins

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

More Ways to See the Pairs

JEPI vs MUB: Top 5 Holdings

Today

JEPI

9.9%in top 5

MUB

in top 5[…]

JEPIStockMUB

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

JEPI vs MUB Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

MUBiShares

+0.8%

5 years, per year

JEPIMUBFaded: behind in that period

4–0JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPI vs MUB

YTD

J.P. MorganJEPI

+5.2%

MUBiShares

+0.5%

+5.2%Year to date+0.5%

−6.7%Worst drop · 1Y−6.3%

8.8%Volatility · 1Y3.7%

8.1%Yield3.3%

$46.1BAssets$54.7B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, MUB

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

MUB3.27%$327

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPI, MUB

Today

[…]holdings […]

JEPIMUB

JEPI—[…]

MUB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

MUBWorst drop−6.3%3.7% vol

JEPIWorst drop−6.7%8.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIMUB

+5.2%Year to date+0.5%

8.1%Yield3.3%

+8.3%Past year+0.9%

0.35%Fee0.05%

3–1JEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026