JMUB vs MMSD

AJMUB

BMMSD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,620JMUB

Lowest cost0.18%JMUB · $18 on $10k

Most income3.79%JMUB · $379 on $10k

Smallest drop−2.5%MMSD · worst fall in 1Y

Held in common[…]JMUB and MMSD

JMUB

MMSD

JPMorgan Municipal ETF · $9.1BNYLI MacKay Muni Short Duration ETF · $88M

+4.9%3 years · per year$11,552 · […][…]

+1.2%5 years · per year$10,620 · […][…]

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

3.79%12-mo yield$379 · $363 on $10k3.63%

−5.9%Worst dropSmaller wins−2.5%

3.5%VolatilityLower wins2.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsJMUB · MMSD

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

Held in common[…]

End-of-day Nov 5, 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%	+0.4%	+0.8%	+1.1%	+4.9%	+1.2%	−5.9%	$9.1B
2	BMMSD	NYLI MacKay Muni Short Duration ETFRead Desk		0.25%	3.63%	0.0%	+1.8%	+2.5%	new	new	−2.5%	$88M

End-of-day Nov 5, 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%	+0.4%	+0.8%	+1.1%	+4.9%	+1.2%	−5.9%	$9.1B
2	BMMSD	NYLI MacKay Muni Short Duration ETFRead Desk		0.25%	3.63%	0.0%	+1.8%	+2.5%	new	new	−2.5%	$88M

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

Cards for this view

JMUB vs MMSD

JMUB

JPMorgan Municipal

$10,620

MMSD

NYLI MacKay Muni Short Duration

[…]

MeasureJMUBMMSD

Fee0.18%0.25%

Cost on $10k a year$18$25

Yield3.79%3.63%

5 years, per year+1.2%[…]

3 years, per year+4.9%[…]

Worst drop · 1Y−5.9%−2.5%

Volatility · 1Y3.5%2.2%

2–2measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JMUB, MMSD

Today

[…]holdings […]

JMUBMMSD

JMUB—[…]

MMSD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$361most kept, JMUB

JMUB$379 − $18 = $361

MMSD$363 − $25 = $338

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee