JMUB vs IBMR

AJMUB

BIBMR

Measures won2–3IBMR wins · of 6 · 5Y

$10,000 · 5Y$10,619JMUB

Lowest cost0.10%IBMR · $10 on $10k

Most income3.79%JMUB · $379 on $10k

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

Held in common[…]JMUB and IBMR

JMUB

IBMR

JPMorgan Municipal ETF · $9.2BiShares iBonds Dec 2029 Term Muni Bond ETF · $535M

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

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

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

3.79%12-mo yield$379 · $253 on $10k2.53%

−5.9%Worst dropSmaller wins−2.9%

3.5%VolatilityLower wins1.9%

2–3IBMR wins

$10,000 · 5 yearsOne scale

Shared top holdingsJMUB · IBMR

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	AJMUB	JPMorgan Municipal ETFRead Desk		0.18%	3.79%	+0.1%	+0.9%	+1.4%	+4.8%	+1.2%	−5.9%	$9.2B
2	BIBMR	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

Both

5Y2 funds

#			Trend
1	AJMUB	JPMorgan Municipal ETFRead Desk		0.18%	3.79%	+0.1%	+0.9%	+1.4%	+4.8%	+1.2%	−5.9%	$9.2B
2	BIBMR	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

JMUB vs IBMR

JMUB

JPMorgan Municipal

$10,619

IBMR

iShares iBonds Dec 2029 Term Muni Bond

[…]

MeasureJMUBIBMR

Fee0.18%0.10%

Cost on $10k a year$18$10

Yield3.79%2.53%

5 years, per year+1.2%[…]

3 years, per year+4.8%+4.6%

Worst drop · 1Y−5.9%−2.9%

Volatility · 1Y3.5%1.9%

3–2measures won
IBMR first

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: JMUB, IBMR

Today

[…]holdings […]

JMUBIBMR

JMUB—[…]

IBMR[…]—

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

Income After Fees on $10,000

$361most kept, JMUB

JMUB$379 − $18 = $361

IBMR$253 − $10 = $243

KeptFee

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