IBMR vs JMUB

AIBMR

BJMUB

Measures won3–2IBMR wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · JMUB $10,619

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]IBMR and JMUB

IBMR

JMUB

iShares iBonds Dec 2029 Term Muni Bond ETF · $535MJPMorgan Municipal ETF · $9.1B

+4.6%3 years · per year$11,458 · $11,510+4.8%

[…]5 years · per year[…] · $10,619+1.2%

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

2.53%12-mo yield$253 · $379 on $10k3.79%

−2.9%Worst dropSmaller wins−5.9%

1.9%VolatilityLower wins3.5%

3–2IBMR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIBMR · JMUB

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	BJMUB	JPMorgan Municipal ETFRead Desk	0.18%	3.79%	+0.1%	+0.9%	+1.4%	+4.8%	+1.2%	−5.9%	$9.1B
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
4	AIBMR	iShares iBonds Dec 2029 Term Muni Bond ETFRead Desk	0.10%	2.53%	+0.2%	+1.3%	+1.9%	+4.6%	new	−2.9%	$535M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	BJMUB	JPMorgan Municipal ETFRead Desk	0.18%	3.79%	+0.1%	+0.9%	+1.4%	+4.8%	+1.2%	−5.9%	$9.1B
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
4	AIBMR	iShares iBonds Dec 2029 Term Muni Bond ETFRead Desk	0.10%	2.53%	+0.2%	+1.3%	+1.9%	+4.6%	new	−2.9%	$535M

End-of-day Nov 6, 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

$10,619

MeasureIBMRJMUB

Fee0.10%0.18%

Cost on $10k a year$10$18

Yield2.53%3.79%

5 years, per year[…]+1.2%

3 years, per year+4.6%+4.8%

Worst drop · 1Y−2.9%−5.9%

Volatility · 1Y1.9%3.5%

3–2measures won
IBMR first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

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

Overlap: IBMR, JMUB, SGOV, VCIT

Today

[…]holdings […]

IBMRJMUBSGOVVCIT

IBMR—[…][…][…]

JMUB[…]—[…][…]

SGOV[…][…]—[…]

VCIT[…][…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

JMUB$379 − $18 = $361

SGOV$363 − $9 = $354

IBMR$253 − $10 = $243

KeptFee

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