Compare · 3 funds side by side · dividends reinvested

MFSM, JMUB and MUB

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

02 / 04

MFSM, JMUB and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.79%+0.9%+1.4%+4.8%+1.2%−5.9%3.5%$9.1B1.4

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.59%+1.0%+1.8%[…][…]−6.7%3.7%$129M2.0

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B2.4

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: MFSM 2024 · JMUB 2018 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Municipal ETF · $9.1B$10,619

JMUB

MFSM

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129M[…]

$10,000 five years ago, dividends reinvested

JMUBMeasureMFSM

+0.9%Year to dateJan 1 → Nov 6+1.0%

+1.4%1 yearTotal return+1.8%

+4.8%3 years · per year$10,000 became $11,510 · […][…]

+1.2%5 years · per year$10,000 became $10,619 · […][…]

0.18%Expense ratio$18 · $34 a year on $10k · lower is better0.34%

3.79%Trailing 12-mo yield$379 · $359 a year on $10k3.59%

−5.9%Worst dropSmaller is better−6.7%

3.5%VolatilityLower is calmer3.7%

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

4–2JMUB wins

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 MFSM: Top 5 Holdings

Today

JMUB

[…]in top 5

MFSM

in top 51.1%

JMUBStockMFSM

not top 5MUB0.6%

not top 5VTEB0.5%

Held in common[…]

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

JMUB vs MFSM Returns, Every Period

J.P. MorganJMUB

+1.4%

past year

MFSMMFS

+1.8%

past year

JMUBMFSMFaded: behind in that period

0–2MFSM wins

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

JMUB vs MFSM

YTD

J.P. MorganJMUB

+0.9%

MFSMMFS

+1.0%

+0.9%Year to date+1.0%

−5.9%Worst drop · 1Y−6.7%

3.5%Volatility · 1Y3.7%

3.8%Yield3.6%

$9.1BAssets$129M

3–1JMUB wins

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

Cost, Income and Risk

Fees: MFSM, JMUB, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

JMUB0.18%$18

MFSM0.34%$34

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

Yields: MFSM, JMUB, MUB

3.79%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.79%$379

MFSM3.59%$359

MUB3.27%$327

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

Income After Fees on $10,000

$361most kept, JMUB

JMUB$379 − $18 = $361

MFSM$359 − $34 = $325

MUB$327 − $5 = $322

KeptFee

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

Overlap: MFSM, JMUB, MUB

Today

[…]holdings […]

MFSMJMUBMUB

MFSM—[…][…]

JMUB[…]—[…]

MUB[…][…]—

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

Return vs Bumpiness: 3 ETFs

+1.8%MFSM, at 3.7% volatility

JMUBWorst drop−5.9%3.5% vol

MFSMWorst drop−6.7%3.7% vol

MUBWorst drop−6.3%3.7% vol

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

Paid More vs Made More

YTD

JMUBMFSM

+0.9%Year to date+1.0%

3.8%Yield3.6%

+1.4%Past year+1.8%

0.18%Fee0.34%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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