Compare · 2 funds side by side · dividends reinvested

RMCA and JMUB

RMCARockefeller×JMUBJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,543JMUB · best of the two

02 / 04

RMCA and JMUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.82%−0.0%+0.3%+4.5%+1.1%−5.9%3.4%$9.0B1.3

Rockefeller California Municipal Bond ETFBonds & Cash · Municipal0.55%4.44%+0.1%+0.0%[…][…]−7.7%4.4%$18M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: RMCA 2024 · JMUB 2018

Head to Head

Swap sides Versus in desk

Head to Head

Rockefeller California Municipal Bond ETF · $18M[…]

RMCA

JMUB

JPMorgan Municipal ETF · $9.0B$10,543

$10,000 five years ago, dividends reinvested

RMCAMeasureJMUB

+0.1%Year to dateJan 1 → Nov 3−0.0%

+0.0%1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,421+4.5%

[…]5 years · per year$10,000 became […] · $10,543+1.1%

0.55%Expense ratio$55 · $18 a year on $10k · lower is better0.18%

4.44%Trailing 12-mo yield$444 · $382 a year on $10k3.82%

−7.7%Worst dropSmaller is better−5.9%

4.4%VolatilityLower is calmer3.4%

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

2–4JMUB wins

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

More Ways to See the Pairs

RMCA vs JMUB: Top 5 Holdings

Today

RMCA

[…]in top 5

JMUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

RMCA vs JMUB Returns, Every Period

RockefellerRMCA

+0.0%

past year

JMUBJ.P. Morgan

+0.3%

past year

RMCAJMUBFaded: behind in that period

1–1Level

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

RMCA vs JMUB

YTD

RockefellerRMCA

+0.1%

JMUBJ.P. Morgan

−0.0%

+0.1%Year to date−0.0%

−7.7%Worst drop · 1Y−5.9%

4.4%Volatility · 1Y3.4%

4.4%Yield3.8%

$17.5MAssets$9.0B

2–2level

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

Cost, Income and Risk

Fees: RMCA, JMUB

Today

0.18%lowest, JMUB

FundExpense ratioFee$10k

JMUB0.18%$18

RMCA0.55%$55

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

Yields: RMCA, JMUB

4.44%highest, RMCA

FundTrailing yieldYield$10k

RMCA4.44%$444

JMUB3.82%$382

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

Income After Fees on $10,000

$389most kept, RMCA

RMCA$444 − $55 = $389

JMUB$382 − $18 = $364

KeptFee

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

Overlap: RMCA, JMUB

Today

[…]holdings […]

RMCAJMUB

RMCA—[…]

JMUB[…]—

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

Return vs Bumpiness: 2 ETFs

+0.3%JMUB, at 3.4% volatility

JMUBWorst drop−5.9%3.4% vol

RMCAWorst drop−7.7%4.4% vol

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

Paid More vs Made More

YTD

RMCAJMUB

+0.1%Year to date−0.0%

4.4%Yield3.8%

+0.0%Past year+0.3%

0.55%Fee0.18%

2–2level

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