Compare · 2 funds side by side · dividends reinvested

OVM and JMUB

OVMOverlay Shares×JMUBJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,546OVM · best of the two

02 / 04

OVM and JMUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Municipal Bond ETFBonds & Cash · Municipal0.81%5.80%+1.5%+2.1%+6.7%+1.1%−6.4%5.6%$45M1.4

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.82%−0.0%+0.3%+4.5%+1.1%−5.9%3.4%$9.0B1.6

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: OVM 2019 · JMUB 2018

Head to Head

Swap sides Versus in desk

Head to Head

Overlay Shares Municipal Bond ETF · $45M$10,546

OVM

JMUB

JPMorgan Municipal ETF · $9.0B$10,543

$10,000 five years ago, dividends reinvested

OVMMeasureJMUB

+1.5%Year to dateJan 1 → Nov 3−0.0%

+2.1%1 yearTotal return+0.3%

+6.7%3 years · per year$10,000 became $12,150 · $11,421+4.5%

+1.1%5 years · per year$10,000 became $10,546 · $10,543+1.1%

0.81%Expense ratio$81 · $18 a year on $10k · lower is better0.18%

5.80%Trailing 12-mo yield$580 · $382 a year on $10k3.82%

−6.4%Worst dropSmaller is better−5.9%

5.6%VolatilityLower is calmer3.4%

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

4–3OVM wins

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

More Ways to See the Pairs

OVM vs JMUB: Top 5 Holdings

Today

OVM

100.0%in top 5

JMUB

in top 5[…]

OVMStockJMUB

100.0%MUBnot top 5

Held in common[…]

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

OVM vs JMUB Returns, Every Period

Overlay SharesOVM

+1.1%

5 years, per year

JMUBJ.P. Morgan

+1.1%

5 years, per year

OVMJMUBFaded: behind in that period

3–0OVM wins

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

OVM vs JMUB

YTD

Overlay SharesOVM

+1.5%

JMUBJ.P. Morgan

−0.0%

+1.5%Year to date−0.0%

−6.4%Worst drop · 1Y−5.9%

5.6%Volatility · 1Y3.4%

5.8%Yield3.8%

$44.9MAssets$9.0B

2–2level

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

Cost, Income and Risk

Fees: OVM, JMUB

Today

0.18%lowest, JMUB

FundExpense ratioFee$10k

JMUB0.18%$18

OVM0.81%$81

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

Yields: OVM, JMUB

5.80%highest, OVM

FundTrailing yieldYield$10k

OVM5.80%$580

JMUB3.82%$382

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

Income After Fees on $10,000

$499most kept, OVM

OVM$580 − $81 = $499

JMUB$382 − $18 = $364

KeptFee

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

Overlap: OVM, JMUB

Today

[…]holdings […]

OVMJMUB

OVM—[…]

JMUB[…]—

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

Return vs Bumpiness: 2 ETFs

+2.1%OVM, at 5.6% volatility

JMUBWorst drop−5.9%3.4% vol

OVMWorst drop−6.4%5.6% vol

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

Paid More vs Made More

YTD

OVMJMUB

+1.5%Year to date−0.0%

5.8%Yield3.8%

+2.1%Past year+0.3%

0.81%Fee0.18%

3–1OVM 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