Compare · 2 funds side by side · dividends reinvested

MUB and JEPI

MUBiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

MUB and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.4

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.30%−0.4%+0.1%+4.1%+0.7%−6.3%3.7%$54.5B1.6

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: MUB 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares National Muni Bond ETF · $54.5B$10,349

MUB

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested

MUBMeasureJEPI

−0.4%Year to dateJan 1 → Nov 3+7.0%

+0.1%1 yearTotal return+9.8%

+4.1%3 years · per year$10,000 became $11,297 · $14,201+12.4%

+0.7%5 years · per year$10,000 became $10,349 · $14,322+7.4%

0.05%Expense ratio$5 · $35 a year on $10k · lower is better0.35%

3.30%Trailing 12-mo yield$330 · $796 a year on $10k7.96%

−6.3%Worst dropSmaller is better−6.7%

3.7%VolatilityLower is calmer7.9%

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

3–5JEPI wins

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

More Ways to See the Pairs

MUB vs JEPI: Top 5 Holdings

Today

MUB

[…]in top 5

JEPI

in top 59.5%

MUBStockJEPI

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common[…]

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

MUB vs JEPI Returns, Every Period

iSharesMUB

+0.7%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

MUBJEPIFaded: behind in that period

0–4JEPI wins

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

Bonds vs Income: MUB vs JEPI

YTD

iSharesMUB

−0.4%

JEPIJ.P. Morgan

+7.0%

−0.4%Year to date+7.0%

−6.3%Worst drop · 1Y−6.7%

3.7%Volatility · 1Y7.9%

3.3%Yield8.0%

$54.5BAssets$46.0B

2–2level

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

Cost, Income and Risk

Fees: MUB, JEPI

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

JEPI0.35%$35

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

Yields: MUB, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

MUB3.30%$330

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

MUB$330 − $5 = $325

KeptFee

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

Overlap: MUB, JEPI

Today

[…]holdings […]

MUBJEPI

MUB—[…]

JEPI[…]—

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

Return vs Bumpiness: 2 ETFs

+9.8%JEPI, at 7.9% volatility

MUBWorst drop−6.3%3.7% vol

JEPIWorst drop−6.7%7.9% vol

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

Paid More vs Made More

YTD

JEPIMUB

+7.0%Year to date−0.4%

8.0%Yield3.3%

+9.8%Past year+0.1%

0.35%Fee0.05%

3–1JEPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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

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