JMUB vs IVV

AJMUB

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · JMUB $10,643

Lowest cost0.03%IVV · $3 on $10k

Most income3.78%JMUB · $378 on $10k

Smallest drop−5.9%JMUB · worst fall in 1Y

Held in common[…]JMUB and IVV

JMUB

IVV

JPMorgan Municipal ETF · $9.2BiShares Core S&P 500 ETF · $875B

+4.7%3 years · per year$11,475 · $18,159+22.0%

+1.3%5 years · per year$10,643 · $17,545+11.9%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

3.78%12-mo yield$378 · $111 on $10k1.11%

−5.9%Worst dropSmaller wins−8.9%

3.4%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJMUB · IVV

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AJMUB	JPMorgan Municipal ETFRead Desk	0.18%	3.78%	+0.2%	+1.0%	+1.4%	+4.7%	+1.3%	−5.9%	$9.2B
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AJMUB	JPMorgan Municipal ETFRead Desk	0.18%	3.78%	+0.2%	+1.0%	+1.4%	+4.7%	+1.3%	−5.9%	$9.2B
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JMUB vs IVV

JMUB

JPMorgan Municipal

$10,643

IVV

iShares Core S&P 500

$17,545

MeasureJMUBIVV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield3.78%1.11%

5 years, per year+1.3%+11.9%

3 years, per year+4.7%+22.0%

Worst drop · 1Y−5.9%−8.9%

Volatility · 1Y3.4%13.8%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: JMUB, IVV, MUB

Today

[…]holdings […]

JMUBIVVMUB

JMUB—[…][…]

IVV[…]—[…]

MUB[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$360most kept, JMUB

JMUB$378 − $18 = $360

MUB$326 − $5 = $321

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee