Compare · 2 funds side by side · dividends reinvested

JMUB and OVM

JMUBJ.P. Morgan×OVMOverlay Shares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,626OVM · best of the two

02 / 04

JMUB and OVM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Municipal Bond ETFBonds & Cash · Municipal0.81%5.74%+2.4%+3.1%+7.1%+1.2%−6.4%5.6%$46M1.4

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.81%+0.3%+0.8%+4.7%+1.1%−5.9%3.4%$9.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: JMUB 2018 · OVM 2019

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Municipal ETF · $9.0B$10,572

JMUB

OVM

Overlay Shares Municipal Bond ETF · $46M$10,626

$10,000 five years ago, dividends reinvested

JMUBMeasureOVM

+0.3%Year to dateJan 1 → Nov 4+2.4%

+0.8%1 yearTotal return+3.1%

+4.7%3 years · per year$10,000 became $11,487 · $12,297+7.1%

+1.1%5 years · per year$10,000 became $10,572 · $10,626+1.2%

0.18%Expense ratio$18 · $81 a year on $10k · lower is better0.81%

3.81%Trailing 12-mo yield$381 · $574 a year on $10k5.74%

−5.9%Worst dropSmaller is better−6.4%

3.4%VolatilityLower is calmer5.6%

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

3–5OVM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JMUB vs OVM: Top 5 Holdings

Today

JMUB

[…]in top 5

OVM

in top 5100.0%

JMUBStockOVM

not top 5MUB100.0%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

JMUB vs OVM Returns, Every Period

J.P. MorganJMUB

+1.1%

5 years, per year

OVMOverlay Shares

+1.2%

5 years, per year

JMUBOVMFaded: behind in that period

0–4OVM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

JMUB vs OVM

YTD

J.P. MorganJMUB

+0.3%

OVMOverlay Shares

+2.4%

+0.3%Year to date+2.4%

−5.9%Worst drop · 1Y−6.4%

3.4%Volatility · 1Y5.6%

3.8%Yield5.7%

$9.0BAssets$46.0M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMUB, OVM

Today

0.18%lowest, JMUB

FundExpense ratioFee$10k

JMUB0.18%$18

OVM0.81%$81

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JMUB, OVM

5.74%highest, OVM

FundTrailing yieldYield$10k

OVM5.74%$574

JMUB3.81%$381

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$493most kept, OVM

OVM$574 − $81 = $493

JMUB$381 − $18 = $363

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JMUB, OVM

Today

[…]holdings […]

JMUBOVM

JMUB—[…]

OVM[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.1%OVM, at 5.6% volatility

JMUBWorst drop−5.9%3.4% vol

OVMWorst drop−6.4%5.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OVMJMUB

+2.4%Year to date+0.3%

5.7%Yield3.8%

+3.1%Past year+0.8%

0.81%Fee0.18%

3–1OVM wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026