Compare · 2 funds side by side · dividends reinvested

MFSM and JMUB

MFSMMFS×JMUBJ.P. Morgan×

Versus in desk

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

02 / 04

MFSM and JMUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.81%+0.3%+0.8%+4.7%+1.1%−5.9%3.4%$9.0B1.3

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.60%+0.5%+1.3%[…][…]−6.7%3.7%$126M1.7

Rank among the two1st → 2ndFee, 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: MFSM 2024 · JMUB 2018

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Municipal ETF · $9.0B$10,572

JMUB

MFSM

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $126M[…]

$10,000 five years ago, dividends reinvested

JMUBMeasureMFSM

+0.3%Year to dateJan 1 → Nov 4+0.5%

+0.8%1 yearTotal return+1.3%

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

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

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

3.81%Trailing 12-mo yield$381 · $360 a year on $10k3.60%

−5.9%Worst dropSmaller is better−6.7%

3.4%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 4, 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 4, 2026 · share of each fund

JMUB vs MFSM Returns, Every Period

J.P. MorganJMUB

+0.8%

past year

MFSMMFS

+1.3%

past year

JMUBMFSMFaded: behind in that period

0–2MFSM wins

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

JMUB vs MFSM

YTD

J.P. MorganJMUB

+0.3%

MFSMMFS

+0.5%

+0.3%Year to date+0.5%

−5.9%Worst drop · 1Y−6.7%

3.4%Volatility · 1Y3.7%

3.8%Yield3.6%

$9.0BAssets$126M

3–1JMUB wins

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

Cost, Income and Risk

Fees: MFSM, JMUB

Today

0.18%lowest, JMUB

FundExpense ratioFee$10k

JMUB0.18%$18

MFSM0.34%$34

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

Yields: MFSM, JMUB

3.81%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.81%$381

MFSM3.60%$360

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

Income After Fees on $10,000

$363most kept, JMUB

JMUB$381 − $18 = $363

MFSM$360 − $34 = $326

KeptFee

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

Overlap: MFSM, JMUB

Today

[…]holdings […]

MFSMJMUB

MFSM—[…]

JMUB[…]—

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

Return vs Bumpiness: 2 ETFs

+1.3%MFSM, at 3.7% volatility

JMUBWorst drop−5.9%3.4% vol

MFSMWorst drop−6.7%3.7% vol

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

Paid More vs Made More

YTD

JMUBMFSM

+0.3%Year to date+0.5%

3.8%Yield3.6%

+0.8%Past year+1.3%

0.18%Fee0.34%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026