Compare · 4 funds side by side · dividends reinvested

JMUB, SHM, AGG and BND

JMUBJ.P. Morgan×SHMSPDR×AGGiShares×BNDVanguard×

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

02 / 04

JMUB, SHM, AGG and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.0%+3.4%+1.1%−2.7%1.8%$3.5B2.3

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.79%+0.9%+1.4%+4.8%+1.2%−5.9%3.5%$9.1B2.5

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B2.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.6

Rank among the four1st → 4thFee, 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 · SHM 2007 · AGG 2003 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. Aggregate Bond ETF · $139B$9,970

AGG

JMUB

JPMorgan Municipal ETF · $9.1B$10,619

$10,000 five years ago, dividends reinvested

AGGMeasureJMUB

−0.0%Year to dateJan 1 → Nov 6+0.9%

+0.7%1 yearTotal return+1.4%

+5.2%3 years · per year$10,000 became $11,649 · $11,510+4.8%

−0.1%5 years · per year$10,000 became $9,970 · $10,619+1.2%

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

4.12%Trailing 12-mo yield$412 · $379 a year on $10k3.79%

−4.6%Worst dropSmaller is better−5.9%

4.1%VolatilityLower is calmer3.5%

AGGJMUB 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

AGG vs JMUB: Top 5 Holdings

Today

AGG

[…]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

AGG vs JMUB Returns, Every Period

iSharesAGG

−0.1%

5 years, per year

JMUBJ.P. Morgan

+1.2%

5 years, per year

AGGJMUBFaded: behind in that period

1–3JMUB wins

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

AGG vs BND

YTD

iSharesAGG

−0.0%

BNDVanguard

−0.0%

−0.0%Year to date−0.0%

−4.6%Worst drop · 1Y−4.5%

4.1%Volatility · 1Y4.0%

4.1%Yield4.1%

$139BAssets$161B

2–0BND wins

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

Cost, Income and Risk

Fees: JMUB, SHM, AGG, BND

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BND0.03%$3

JMUB0.18%$18

SHM0.20%$20

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

Yields: JMUB, SHM, AGG, BND

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

BND4.12%$412

JMUB3.79%$379

SHM2.70%$270

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

BND$412 − $3 = $409

JMUB$379 − $18 = $361

SHM$270 − $20 = $250

KeptFee

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

Overlap: JMUB, SHM, AGG, BND

Today

[…]holdings […]

JMUBSHMAGGBND

JMUB—[…][…][…]

SHM[…]—[…][…]

AGG[…][…]—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+2.0%SHM, at 1.8% volatility

SHMWorst drop−2.7%1.8% vol

JMUBWorst drop−5.9%3.5% vol

BNDWorst drop−4.5%4.0% vol

AGGWorst drop−4.6%4.1% vol

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

Paid More vs Made More

YTD

AGGSHM

−0.0%Year to date+1.4%

4.1%Yield2.7%

+0.7%Past year+2.0%

0.03%Fee0.20%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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