Compare · 2 funds side by side · dividends reinvested

JMST and AGG

JMSTJ.P. Morgan×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,308JMST · best of the two

02 / 04

JMST and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Ultra-Short Municipal Income ETFBonds & Cash · Ultra-short0.18%2.55%+2.0%+2.6%+3.4%+2.5%−0.6%0.7%$8.4B1.4

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.13%−0.2%+0.3%+5.5%−0.1%−4.6%4.1%$139B1.6

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: JMST 2018 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Ultra-Short Municipal Income ETF · $8.4B$11,308

JMST

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,975

$10,000 five years ago, dividends reinvested

JMSTMeasureAGG

+2.0%Year to dateJan 1 → Nov 5−0.2%

+2.6%1 yearTotal return+0.3%

+3.4%3 years · per year$10,000 became $11,044 · $11,749+5.5%

+2.5%5 years · per year$10,000 became $11,299 · $9,942−0.1%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

2.55%Trailing 12-mo yield$255 · $413 a year on $10k4.13%

−0.6%Worst dropSmaller is better−4.6%

0.7%VolatilityLower is calmer4.1%

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

5–3JMST wins

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

More Ways to See the Pairs

JMST vs AGG: Top 5 Holdings

Today

JMST

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

JMST vs AGG Returns, Every Period

J.P. MorganJMST

+2.5%

5 years, per year

AGGiShares

−0.1%

5 years, per year

JMSTAGGFaded: behind in that period

3–1JMST wins

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

JMST vs AGG

YTD

J.P. MorganJMST

+2.0%

AGGiShares

−0.2%

+2.0%Year to date−0.2%

−0.6%Worst drop · 1Y−4.6%

0.7%Volatility · 1Y4.1%

2.5%Yield4.1%

$8.4BAssets$139B

3–1JMST wins

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

Cost, Income and Risk

Fees: JMST, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

JMST0.18%$18

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

Yields: JMST, AGG

4.13%highest, AGG

FundTrailing yieldYield$10k

AGG4.13%$413

JMST2.55%$255

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

Income After Fees on $10,000

$410most kept, AGG

AGG$413 − $3 = $410

JMST$255 − $18 = $237

KeptFee

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

Overlap: JMST, AGG

Today

[…]holdings […]

JMSTAGG

JMST—[…]

AGG[…]—

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

Return vs Bumpiness: 2 ETFs

+2.6%JMST, at 0.7% volatility

JMSTWorst drop−0.6%0.7% vol

AGGWorst drop−4.6%4.1% vol

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

Paid More vs Made More

YTD

AGGJMST

−0.2%Year to date+2.0%

4.1%Yield2.5%

+0.3%Past year+2.6%

0.03%Fee0.18%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 5, 2026

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