Compare · 2 funds side by side · dividends reinvested

LMBS and JPST

LMBSFirst Trust×JPSTJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,103JPST · best of the two

02 / 04

LMBS and JPST, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Ultra-Short Income ETFBonds & Cash · Ultra-short0.18%4.14%+2.8%+3.5%+4.9%+3.9%−0.2%0.5%$42.4B1.3

First Trust Low Duration Opportunities ETFBonds & Cash · Ultra-short0.66%4.16%+1.4%+2.3%+6.0%+3.2%−2.0%2.1%$6.6B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: LMBS 2014 · JPST 2017

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Low Duration Opportunities ETF · $6.6B$11,697

LMBS

JPST

JPMorgan Ultra-Short Income ETF · $42.4B$12,103

$10,000 five years ago, dividends reinvested

LMBSMeasureJPST

+1.4%Year to dateJan 1 → Nov 3+2.8%

+2.3%1 yearTotal return+3.5%

+6.0%3 years · per year$10,000 became $11,904 · $11,552+4.9%

+3.2%5 years · per year$10,000 became $11,697 · $12,103+3.9%

0.66%Expense ratio$66 · $18 a year on $10k · lower is better0.18%

4.16%Trailing 12-mo yield$416 · $414 a year on $10k4.14%

−2.0%Worst dropSmaller is better−0.2%

2.1%VolatilityLower is calmer0.5%

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

2–6JPST wins

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

More Ways to See the Pairs

LMBS vs JPST: Top 5 Holdings

Today

LMBS

0.1%in top 5

JPST

in top 5[…]

LMBSStockJPST

0.0%MGOVnot top 5

0.0%LGOVnot top 5

0.0%SCIOnot top 5

0.0%CAAAnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

LMBS vs JPST Returns, Every Period

First TrustLMBS

+3.2%

5 years, per year

JPSTJ.P. Morgan

+3.9%

5 years, per year

LMBSJPSTFaded: behind in that period

1–3JPST wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

LMBS vs JPST

YTD

First TrustLMBS

+1.4%

JPSTJ.P. Morgan

+2.8%

+1.4%Year to date+2.8%

−2.0%Worst drop · 1Y−0.2%

2.1%Volatility · 1Y0.5%

4.2%Yield4.1%

$6.6BAssets$42.4B

3–1JPST wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LMBS, JPST

Today

0.18%lowest, JPST

FundExpense ratioFee$10k

JPST0.18%$18

LMBS0.66%$66

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LMBS, JPST

4.16%highest, LMBS

FundTrailing yieldYield$10k

LMBS4.16%$416

JPST4.14%$414

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$396most kept, JPST

JPST$414 − $18 = $396

LMBS$416 − $66 = $350

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LMBS, JPST

Today

[…]holdings […]

LMBSJPST

LMBS—[…]

JPST[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.5%JPST, at 0.5% volatility

JPSTWorst drop−0.2%0.5% vol

LMBSWorst drop−2.0%2.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

LMBSJPST

+1.4%Year to date+2.8%

4.2%Yield4.1%

+2.3%Past year+3.5%

0.66%Fee0.18%

3–1JPST wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026