IUSB vs JMST

AIUSB

BJMST

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,308JMST · IUSB $10,138

Lowest cost0.06%IUSB · $6 on $10k

Most income4.34%IUSB · $434 on $10k

Smallest drop−0.6%JMST · worst fall in 1Y

Held in common[…]IUSB and JMST

IUSB

JMST

iShares Core Universal USD Bond ETF · $50.4BJPMorgan Ultra-Short Municipal Income ETF · $8.4B

+5.6%3 years · per year$11,774 · $11,050+3.4%

+0.3%5 years · per year$10,138 · $11,308+2.5%

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

4.34%12-mo yield$434 · $254 on $10k2.54%

−4.3%Worst dropSmaller wins−0.6%

3.9%VolatilityLower wins0.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIUSB · JMST

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

Both

5Y2 funds

#			Trend
1	BJMST	JPMorgan Ultra-Short Municipal Income ETFRead Desk		0.18%	2.54%	0.0%	+2.1%	+2.7%	+3.4%	+2.5%	−0.6%	$8.4B
2	AIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B

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

Both

5Y2 funds

#			Trend
1	BJMST	JPMorgan Ultra-Short Municipal Income ETFRead Desk		0.18%	2.54%	0.0%	+2.1%	+2.7%	+3.4%	+2.5%	−0.6%	$8.4B
2	AIUSB	iShares Core Universal USD Bond ETFRead Desk		0.06%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B

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

IUSB vs JMST

IUSB

iShares Core Universal USD Bond

$10,138

JMST

JPMorgan Ultra-Short Municipal Income

$11,308

MeasureIUSBJMST

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield4.34%2.54%

5 years, per year+0.3%+2.5%

3 years, per year+5.6%+3.4%

Worst drop · 1Y−4.3%−0.6%

Volatility · 1Y3.9%0.7%

3–3measures won
level

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

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IUSB, JMST

Today

[…]holdings […]

IUSBJMST

IUSB—[…]

JMST[…]—

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

JMST$254 − $18 = $236

KeptFee

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