Compare · 2 funds side by side · dividends reinvested

JMUB and IBMW

JMUBJ.P. Morgan×IBMWiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,619JMUB · best of the two

02 / 03

JMUB and IBMW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.79%+0.9%+1.4%+4.8%+1.2%−5.9%3.5%$9.1B1.1

iShares Trust - iShares iBonds Dec 2034 Term Muni Bond ETFBonds & Cash · Municipal0.10%1.51%[…][…][…][…][…][…]$21M1.5

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: JMUB 2018 · IBMW 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares Trust - iShares iBonds Dec 2034 Term Muni Bond ETF · $21M[…]

IBMW

JMUB

JPMorgan Municipal ETF · $9.1B$10,619

$10,000 five years ago, dividends reinvested

IBMWMeasureJMUB

[…]Year to dateJan 1 → Nov 6+0.9%

[…]1 yearTotal return+1.4%

[…]3 years · per year$10,000 became […] · $11,510+4.8%

[…]5 years · per year$10,000 became […] · $10,619+1.2%

0.10%Expense ratio$10 · $18 a year on $10k · lower is better0.18%

1.51%Trailing 12-mo yield$151 · $379 a year on $10k3.79%

[…]Worst dropSmaller is better−5.9%

[…]VolatilityLower is calmer3.5%

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

1–1Level

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

More Ways to See the Pairs

IBMW vs JMUB: Top 5 Holdings

Today

IBMW

[…]in top 5

JMUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IBMW vs JMUB Returns, Every Period

iSharesIBMW

[…]

past year

JMUBJ.P. Morgan

+1.4%

past year

Returns […]

IBMWJMUBFaded: behind in that period

0–0Level

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

IBMW vs JMUB

YTD

iSharesIBMW

[…]

JMUBJ.P. Morgan

+0.9%

[…]Year to date+0.9%

[…]Worst drop · 1Y−5.9%

[…]Volatility · 1Y3.5%

1.5%Yield3.8%

$21.2MAssets$9.1B

1–0JMUB wins

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

Cost, Income and Risk

Fees: JMUB, IBMW

Today

0.10%lowest, IBMW

FundExpense ratioFee$10k

IBMW0.10%$10

JMUB0.18%$18

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

Yields: JMUB, IBMW

3.79%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.79%$379

IBMW1.51%$151

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

Income After Fees on $10,000

$361most kept, JMUB

JMUB$379 − $18 = $361

IBMW$151 − $10 = $141

KeptFee

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

Overlap: JMUB, IBMW

Today

[…]holdings […]

JMUBIBMW

JMUB—[…]

IBMW[…]—

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

Return vs Bumpiness: 2 ETFs

+1.4%JMUB, at 3.5% volatility

JMUBWorst drop−5.9%3.5% vol

IBMWWorst drop[…][…]

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

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026