Compare · 2 funds side by side · dividends reinvested

JMSI and JMUB

JMSIJ.P. Morgan×JMUBJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,620JMUB · best of the two

02 / 04

JMSI and JMUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.81%+0.3%+0.8%+4.7%+1.1%−5.9%3.4%$9.0B1.1

JPMorgan Sustainable Municipal Income ETFBonds & Cash · Municipal0.46%3.75%+0.1%+0.7%+4.8%[…]−6.5%4.2%$401M1.9

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: JMSI 1993 · JMUB 2018

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Sustainable Municipal Income ETF · $401M[…]

JMSI

JMUB

JPMorgan Municipal ETF · $9.0B$10,620

$10,000 five years ago, dividends reinvested

JMSIMeasureJMUB

+0.1%Year to dateJan 1 → Nov 5+0.3%

+0.7%1 yearTotal return+0.8%

+4.8%3 years · per year$10,000 became $11,524 · $11,487+4.7%

[…]5 years · per year$10,000 became […] · $10,572+1.1%

0.46%Expense ratio$46 · $18 a year on $10k · lower is better0.18%

3.75%Trailing 12-mo yield$375 · $381 a year on $10k3.81%

−6.5%Worst dropSmaller is better−5.9%

4.2%VolatilityLower is calmer3.4%

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

1–6JMUB wins

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

More Ways to See the Pairs

JMSI vs JMUB: Top 5 Holdings

Today

JMSI

[…]in top 5

JMUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

JMSI vs JMUB Returns, Every Period

J.P. MorganJMSI

+0.7%

past year

JMUBJ.P. Morgan

+0.8%

past year

JMSIJMUBFaded: behind in that period

1–2JMUB wins

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

JMSI vs JMUB

YTD

J.P. MorganJMSI

+0.1%

JMUBJ.P. Morgan

+0.3%

+0.1%Year to date+0.3%

−6.5%Worst drop · 1Y−5.9%

4.2%Volatility · 1Y3.4%

3.8%Yield3.8%

$401MAssets$9.0B

3–0JMUB wins

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

Cost, Income and Risk

Fees: JMSI, JMUB

Today

0.18%lowest, JMUB

FundExpense ratioFee$10k

JMUB0.18%$18

JMSI0.46%$46

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

Yields: JMSI, JMUB

3.81%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.81%$381

JMSI3.75%$375

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

Income After Fees on $10,000

$363most kept, JMUB

JMUB$381 − $18 = $363

JMSI$375 − $46 = $329

KeptFee

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

Overlap: JMSI, JMUB

Today

[…]holdings […]

JMSIJMUB

JMSI—[…]

JMUB[…]—

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

Return vs Bumpiness: 2 ETFs

+0.8%JMUB, at 3.4% volatility

JMUBWorst drop−5.9%3.4% vol

JMSIWorst drop−6.5%4.2% vol

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

Paid More vs Made More

YTD

JMUBJMSI

+0.3%Year to date+0.1%

3.8%Yield3.8%

+0.8%Past year+0.7%

0.18%Fee0.46%

3–0JMUB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026