JEPI vs MUB

AJEPI

BMUB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · MUB $10,414

Lowest cost0.05%MUB · $5 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.3%MUB · worst fall in 1Y

Held in common[…]JEPI and MUB

JEPI

MUB

JPMorgan Equity Premium Income ETF · $46.8BiShares National Muni Bond ETF · $55.0B

+10.7%3 years · per year$13,562 · $11,418+4.5%

+7.1%5 years · per year$14,118 · $10,414+0.8%

0.35%Expense ratio$35 · $5 on $10k · lower wins0.05%

8.09%12-mo yield$809 · $327 on $10k3.27%

−6.7%Worst dropSmaller wins−6.3%

8.8%VolatilityLower wins3.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · MUB

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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	BMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$55.0B

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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	BMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$55.0B

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

JEPI vs MUB

JEPI

JPMorgan Equity Premium Income

$14,118

MUB

iShares National Muni Bond

$10,414

MeasureJEPIMUB

Fee0.35%0.05%

Cost on $10k a year$35$5

Yield8.09%3.27%

5 years, per year+7.1%+0.8%

3 years, per year+10.7%+4.5%

Worst drop · 1Y−6.7%−6.3%

Volatility · 1Y8.8%3.7%

3–3measures won
level

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

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

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

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

Overlap: JEPI, MUB

Today

[…]holdings […]

JEPIMUB

JEPI—[…]

MUB[…]—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

MUB$327 − $5 = $322

KeptFee

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