IBMR vs JMUB

AIBMR

BJMUB

Measures won3–2IBMR wins · of 6 · 5Y

$10,000 · 5Y$10,643JMUB · BND $9,985

Lowest cost0.03%BND · $3 on $10k

Most income4.12%BND · $412 on $10k

Smallest drop−2.9%IBMR · worst fall in 1Y

Held in common[…]IBMR and JMUB

IBMR

JMUB

iShares iBonds Dec 2029 Term Muni Bond ETF · $535MJPMorgan Municipal ETF · $9.2B

+4.4%3 years · per year$11,391 · $11,475+4.7%

[…]5 years · per year[…] · $10,643+1.3%

0.10%Expense ratio$10 · $18 on $10k · lower wins0.18%

2.53%12-mo yield$253 · $378 on $10k3.78%

−2.9%Worst dropSmaller wins−5.9%

1.9%VolatilityLower wins3.4%

3–2IBMR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBMR · JMUB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BJMUB	JPMorgan Municipal ETFRead Desk	0.18%	3.78%	+0.2%	+1.0%	+1.4%	+4.7%	+1.3%	−5.9%	$9.2B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	AIBMR	iShares iBonds Dec 2029 Term Muni Bond ETFRead Desk	0.10%	2.53%	0.0%	+1.3%	+1.9%	+4.4%	new	−2.9%	$535M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BJMUB	JPMorgan Municipal ETFRead Desk	0.18%	3.78%	+0.2%	+1.0%	+1.4%	+4.7%	+1.3%	−5.9%	$9.2B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	AIBMR	iShares iBonds Dec 2029 Term Muni Bond ETFRead Desk	0.10%	2.53%	0.0%	+1.3%	+1.9%	+4.4%	new	−2.9%	$535M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBMR vs JMUB

IBMR

iShares iBonds Dec 2029 Term Muni Bond

[…]

JMUB

JPMorgan Municipal

$10,643

MeasureIBMRJMUB

Fee0.10%0.18%

Cost on $10k a year$10$18

Yield2.53%3.78%

5 years, per year[…]+1.3%

3 years, per year+4.4%+4.7%

Worst drop · 1Y−2.9%−5.9%

Volatility · 1Y1.9%3.4%

3–2measures won
IBMR first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IBMR, JMUB, BND

Today

[…]holdings […]

IBMRJMUBBND

IBMR—[…][…]

JMUB[…]—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

JMUB$378 − $18 = $360

IBMR$253 − $10 = $243

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee