Compare · 3 funds side by side · dividends reinvested

LMUB, JMUB and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,572JMUB · best of the three

02 / 04

LMUB, JMUB and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.13%−0.2%+0.3%+5.5%−0.1%−4.6%4.1%$139B1.5

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.81%+0.3%+0.8%+4.7%+1.1%−5.9%3.4%$9.0B1.8

iShares Long-Term National Muni Bond ETFBonds & Cash · Municipal0.09%3.98%−0.7%−0.2%[…][…]−9.5%5.3%$1.8B2.7

Rank among the three1st → 3rdFee, 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: LMUB 2025 · JMUB 2018 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

iShares Long-Term National Muni Bond ETF · $1.8B[…]

LMUB

JMUB

JPMorgan Municipal ETF · $9.0B$10,572

$10,000 five years ago, dividends reinvested

LMUBMeasureJMUB

−0.7%Year to dateJan 1 → Nov 4+0.3%

−0.2%1 yearTotal return+0.8%

[…]3 years · per year$10,000 became […] · $11,487+4.7%

[…]5 years · per year$10,000 became […] · $10,572+1.1%

0.09%Expense ratio$9 · $18 a year on $10k · lower is better0.18%

3.98%Trailing 12-mo yield$398 · $381 a year on $10k3.81%

−9.5%Worst dropSmaller is better−5.9%

5.3%VolatilityLower is calmer3.4%

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

2–4JMUB wins

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

More Ways to See the Pairs

LMUB vs JMUB: Top 5 Holdings

Today

LMUB

[…]in top 5

JMUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

LMUB vs JMUB Returns, Every Period

iSharesLMUB

−0.2%

past year

JMUBJ.P. Morgan

+0.8%

past year

LMUBJMUBFaded: behind in that period

0–2JMUB wins

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

LMUB vs AGG

YTD

iSharesLMUB

−0.7%

AGGiShares

−0.2%

−0.7%Year to date−0.2%

−9.5%Worst drop · 1Y−4.6%

5.3%Volatility · 1Y4.1%

4.0%Yield4.1%

$1.8BAssets$139B

4–0AGG wins

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

Cost, Income and Risk

Fees: LMUB, JMUB, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

LMUB0.09%$9

JMUB0.18%$18

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

Yields: LMUB, JMUB, AGG

4.13%highest, AGG

FundTrailing yieldYield$10k

AGG4.13%$413

LMUB3.98%$398

JMUB3.81%$381

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

Income After Fees on $10,000

$410most kept, AGG

AGG$413 − $3 = $410

LMUB$398 − $9 = $389

JMUB$381 − $18 = $363

KeptFee

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

Overlap: LMUB, JMUB, AGG

Today

[…]holdings […]

LMUBJMUBAGG

LMUB—[…][…]

JMUB[…]—[…]

AGG[…][…]—

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

Return vs Bumpiness: 3 ETFs

+0.8%JMUB, at 3.4% volatility

JMUBWorst drop−5.9%3.4% vol

AGGWorst drop−4.6%4.1% vol

LMUBWorst drop−9.5%5.3% vol

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

Paid More vs Made More

YTD

AGGJMUB

−0.2%Year to date+0.3%

4.1%Yield3.8%

+0.3%Past year+0.8%

0.03%Fee0.18%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

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