JMUB vs CALI

AJMUB

BCALI

Measures won3–2JMUB wins · of 6 · 5Y

$10,000 · 5Y$10,500JMUB · AGG $9,806

Lowest cost0.03%AGG · $3 on $10k

Most income4.18%AGG · $418 on $10k

Smallest drop−1.2%CALI · worst fall in 1Y

Held in common[…]JMUB and CALI

JPMorgan Municipal ETF · $9.2BiShares Short-Term California Muni Active ETF · $700M

+3.9%3 years · per year$11,207 · $10,928+3.0%

+1.0%5 years · per year$10,500 · […][…]

0.18%Expense ratio$18 · $25 on $10k · lower wins0.25%

3.82%12-mo yield$382 · $247 on $10k

Cards for this view

JMUB

JPMorgan Municipal

$10,500

CALI

iShares Short-Term California Muni Active

[…]

MeasureJMUBCALI

Fee0.18%0.25%

Cost on $10k a year$18$25

Yield3.82%2.47%

5 years, per year+1.0%[…]

3 years, per year+3.9%+3.0%

Worst drop · 1Y−5.9%−1.2%

Volatility · 1Y3.6%

#
1	AJMUB	JPMorgan Municipal ETFRead Desk	0.18%	3.82%	−0.9%	0.0%	0.0%	+3.9%	+1.0%	−5.9%	$9.2B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	BCALI	iShares Short-Term California Muni Active ETFRead Desk	0.25%	2.47%	−0.2%	+1.4%	+1.7%	+3.0%	new	−1.2%	$700M

#
1	AJMUB	JPMorgan Municipal ETFRead Desk	0.18%	3.82%	−0.9%	0.0%	0.0%	+3.9%	+1.0%	−5.9%	$9.2B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	BCALI	iShares Short-Term California Muni Active ETFRead Desk	0.25%	2.47%	−0.2%	+1.4%	+1.7%	+3.0%	new	−1.2%	$700M

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