Compare · 2 funds side by side · dividends reinvested

JMSI and BND

JMSIJ.P. Morgan×BNDVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,974BND · best of the two

02 / 04

JMSI and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.3

JPMorgan Sustainable Municipal Income ETFBonds & Cash · Municipal0.46%3.75%+0.2%+0.8%+4.9%[…]−6.5%4.2%$405M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: JMSI 1993 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Sustainable Municipal Income ETF · $405M[…]

JMSI

BND

Vanguard Total Bond Market ETF · $161B$9,974

$10,000 five years ago, dividends reinvested

JMSIMeasureBND

+0.2%Year to dateJan 1 → Nov 6−0.0%

+0.8%1 yearTotal return+0.6%

+4.9%3 years · per year$10,000 became $11,550 · $11,637+5.2%

[…]5 years · per year$10,000 became […] · $9,974−0.1%

0.46%Expense ratio$46 · $3 a year on $10k · lower is better0.03%

3.75%Trailing 12-mo yield$375 · $412 a year on $10k4.12%

−6.5%Worst dropSmaller is better−4.5%

4.2%VolatilityLower is calmer4.0%

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

2–5BND wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JMSI vs BND: Top 5 Holdings

Today

JMSI

[…]in top 5

BND

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

JMSI vs BND Returns, Every Period

J.P. MorganJMSI

+0.8%

past year

BNDVanguard

+0.6%

past year

JMSIBNDFaded: behind in that period

2–1JMSI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JMSI vs BND

YTD

J.P. MorganJMSI

+0.2%

BNDVanguard

−0.0%

+0.2%Year to date−0.0%

−6.5%Worst drop · 1Y−4.5%

4.2%Volatility · 1Y4.0%

3.7%Yield4.1%

$405MAssets$161B

3–1BND wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMSI, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

JMSI0.46%$46

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JMSI, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

JMSI3.75%$375

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

JMSI$375 − $46 = $329

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JMSI, BND

Today

[…]holdings […]

JMSIBND

JMSI—[…]

BND[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.8%JMSI, at 4.2% volatility

BNDWorst drop−4.5%4.0% vol

JMSIWorst drop−6.5%4.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BNDJMSI

−0.0%Year to date+0.2%

4.1%Yield3.7%

+0.6%Past year+0.8%

0.03%Fee0.46%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026