Compare · 2 funds side by side · dividends reinvested

JMST and IUSB

JMSTJ.P. Morgan×IUSBiShares×

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 IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Ultra-Short Municipal Income ETFBonds & Cash · Ultra-short0.18%2.54%+2.1%+2.7%+3.4%+2.5%−0.6%0.7%$8.4B1.4

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: JMST 2018 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.4B$10,138

IUSB

JMST

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

$10,000 five years ago, dividends reinvested

IUSBMeasureJMST

+0.1%Year to dateJan 1 → Nov 6+2.1%

+0.8%1 yearTotal return+2.7%

+5.6%3 years · per year$10,000 became $11,774 · $11,050+3.4%

+0.3%5 years · per year$10,000 became $10,138 · $11,308+2.5%

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

4.34%Trailing 12-mo yield$434 · $254 a year on $10k2.54%

−4.3%Worst dropSmaller is better−0.6%

3.9%VolatilityLower is calmer0.7%

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

3–5JMST wins

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

More Ways to See the Pairs

IUSB vs JMST: Top 5 Holdings

Today

IUSB

[…]in top 5

JMST

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IUSB vs JMST Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

JMSTJ.P. Morgan

+2.5%

5 years, per year

IUSBJMSTFaded: behind in that period

1–3JMST wins

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

IUSB vs JMST

YTD

iSharesIUSB

+0.1%

JMSTJ.P. Morgan

+2.1%

+0.1%Year to date+2.1%

−4.3%Worst drop · 1Y−0.6%

3.9%Volatility · 1Y0.7%

4.3%Yield2.5%

$50.4BAssets$8.4B

3–1JMST wins

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

Cost, Income and Risk

Fees: JMST, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

JMST0.18%$18

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

Yields: JMST, IUSB

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

JMST2.54%$254

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

JMST$254 − $18 = $236

KeptFee

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

Overlap: JMST, IUSB

Today

[…]holdings […]

JMSTIUSB

JMST—[…]

IUSB[…]—

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

Return vs Bumpiness: 2 ETFs

+2.7%JMST, at 0.7% volatility

JMSTWorst drop−0.6%0.7% vol

IUSBWorst drop−4.3%3.9% vol

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

Paid More vs Made More

YTD

IUSBJMST

+0.1%Year to date+2.1%

4.3%Yield2.5%

+0.8%Past year+2.7%

0.06%Fee0.18%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026