Compare · 3 funds side by side · dividends reinvested

JMUB, MUB and IVV

JMUBJ.P. Morgan×MUBiShares×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

JMUB, MUB and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.78%+1.0%+1.4%+4.7%+1.3%−5.9%3.4%$9.2B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: JMUB 2018 · MUB 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

JMUB

JPMorgan Municipal ETF · $9.2B$10,643

$10,000 five years ago, dividends reinvested

IVVMeasureJMUB

+11.3%Year to dateJan 1 → Nov 9+1.0%

+13.6%1 yearTotal return+1.4%

+22.0%3 years · per year$10,000 became $18,159 · $11,475+4.7%

+11.9%5 years · per year$10,000 became $17,545 · $10,643+1.3%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.11%Trailing 12-mo yield$111 · $378 a year on $10k3.78%

−8.9%Worst dropSmaller is better−5.9%

13.8%VolatilityLower is calmer3.4%

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

5–3IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs JMUB: Top 5 Holdings

Today

IVV

27.8%in top 5

JMUB

in top 5[…]

IVVStockJMUB

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

IVV vs JMUB Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

JMUBJ.P. Morgan

+1.3%

5 years, per year

IVVJMUBFaded: behind in that period

4–0IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs JMUB

YTD

iSharesIVV

+11.3%

JMUBJ.P. Morgan

+1.0%

+11.3%Year to date+1.0%

−8.9%Worst drop · 1Y−5.9%

13.8%Volatility · 1Y3.4%

1.1%Yield3.8%

$875BAssets$9.2B

3–1JMUB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMUB, MUB, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MUB0.05%$5

JMUB0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JMUB, MUB, IVV

3.78%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.78%$378

MUB3.26%$326

IVV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$360most kept, JMUB

JMUB$378 − $18 = $360

MUB$326 − $5 = $321

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JMUB, MUB, IVV

Today

[…]holdings […]

JMUBMUBIVV

JMUB—[…][…]

MUB[…]—[…]

IVV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

JMUBWorst drop−5.9%3.4% vol

MUBWorst drop−6.3%3.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JMUBIVV

+1.0%Year to date+11.3%

3.8%Yield1.1%

+1.4%Past year+13.6%

0.18%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026