Compare · 3 funds side by side · dividends reinvested

JMUB, OVM and SGOV

JMUBJ.P. Morgan×OVMOverlay Shares×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

JMUB, OVM and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.5

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.79%+0.9%+1.4%+4.8%+1.2%−5.9%3.5%$9.1B2.3

Overlay Shares Municipal Bond ETFBonds & Cash · Municipal0.81%5.76%+2.0%+3.0%+6.6%+1.1%−6.4%5.7%$46M2.3

Rank among the three1st → 3rdFee, 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 · OVM 2019 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Municipal ETF · $9.1B$10,619

JMUB

OVM

Overlay Shares Municipal Bond ETF · $46M$10,570

$10,000 five years ago, dividends reinvested

JMUBMeasureOVM

+0.9%Year to dateJan 1 → Nov 6+2.0%

+1.4%1 yearTotal return+3.0%

+4.8%3 years · per year$10,000 became $11,510 · $12,128+6.6%

+1.2%5 years · per year$10,000 became $10,619 · $10,570+1.1%

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

3.79%Trailing 12-mo yield$379 · $576 a year on $10k5.76%

−5.9%Worst dropSmaller is better−6.4%

3.5%VolatilityLower is calmer5.7%

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

4–4Level

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

JMUB vs OVM Returns, Every Period

J.P. MorganJMUB

+1.2%

5 years, per year

OVMOverlay Shares

+1.1%

5 years, per year

JMUBOVMFaded: behind in that period

1–3OVM wins

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

JMUB vs OVM

YTD

J.P. MorganJMUB

+0.9%

OVMOverlay Shares

+2.0%

+0.9%Year to date+2.0%

−5.9%Worst drop · 1Y−6.4%

3.5%Volatility · 1Y5.7%

3.8%Yield5.8%

$9.1BAssets$46.0M

2–2level

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

Cost, Income and Risk

Fees: JMUB, OVM, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

JMUB0.18%$18

OVM0.81%$81

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

Yields: JMUB, OVM, SGOV

5.76%highest, OVM

FundTrailing yieldYield$10k

OVM5.76%$576

JMUB3.79%$379

SGOV3.63%$363

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

Income After Fees on $10,000

$495most kept, OVM

OVM$576 − $81 = $495

JMUB$379 − $18 = $361

SGOV$363 − $9 = $354

KeptFee

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

Overlap: JMUB, OVM, SGOV

Today

[…]holdings […]

JMUBOVMSGOV

JMUB—[…][…]

OVM[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

JMUBWorst drop−5.9%3.5% vol

OVMWorst drop−6.4%5.7% vol

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

Paid More vs Made More

YTD

OVMSGOV

+2.0%Year to date+3.2%

5.8%Yield3.6%

+3.0%Past year+3.8%

0.81%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

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