Compare · 2 funds side by side · dividends reinvested

SHM and JMUB

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

02 / 04

SHM and JMUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.0%+3.4%+1.1%−2.7%1.8%$3.5B1.5

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.79%+0.9%+1.4%+4.8%+1.2%−5.9%3.5%$9.1B1.5

Rank among the two1st → 2ndFee, 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: SHM 2007 · JMUB 2018

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,564

SHM

JMUB

JPMorgan Municipal ETF · $9.1B$10,619

$10,000 five years ago, dividends reinvested

SHMMeasureJMUB

+1.4%Year to dateJan 1 → Nov 6+0.9%

+2.0%1 yearTotal return+1.4%

+3.4%3 years · per year$10,000 became $11,042 · $11,510+4.8%

+1.1%5 years · per year$10,000 became $10,564 · $10,619+1.2%

0.20%Expense ratio$20 · $18 a year on $10k · lower is better0.18%

2.70%Trailing 12-mo yield$270 · $379 a year on $10k3.79%

−2.7%Worst dropSmaller is better−5.9%

1.8%VolatilityLower is calmer3.5%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHM vs JMUB: Top 5 Holdings

Today

SHM

[…]in top 5

JMUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SHM vs JMUB Returns, Every Period

SPDRSHM

+1.1%

5 years, per year

JMUBJ.P. Morgan

+1.2%

5 years, per year

SHMJMUBFaded: behind in that period

2–2Level

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

SHM vs JMUB

YTD

SPDRSHM

+1.4%

JMUBJ.P. Morgan

+0.9%

+1.4%Year to date+0.9%

−2.7%Worst drop · 1Y−5.9%

1.8%Volatility · 1Y3.5%

2.7%Yield3.8%

$3.5BAssets$9.1B

3–1SHM wins

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

Cost, Income and Risk

Fees: SHM, JMUB

Today

0.18%lowest, JMUB

FundExpense ratioFee$10k

JMUB0.18%$18

SHM0.20%$20

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

Yields: SHM, JMUB

3.79%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.79%$379

SHM2.70%$270

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

Income After Fees on $10,000

$361most kept, JMUB

JMUB$379 − $18 = $361

SHM$270 − $20 = $250

KeptFee

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

Overlap: SHM, JMUB

Today

[…]holdings […]

SHMJMUB

SHM—[…]

JMUB[…]—

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

Return vs Bumpiness: 2 ETFs

+2.0%SHM, at 1.8% volatility

SHMWorst drop−2.7%1.8% vol

JMUBWorst drop−5.9%3.5% vol

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

Paid More vs Made More

YTD

JMUBSHM

+0.9%Year to date+1.4%

3.8%Yield2.7%

+1.4%Past year+2.0%

0.18%Fee0.20%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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