LMBS vs JPST

ALMBS

BJPST

Measures won2–4JPST wins · of 6 · 5Y

$10,000 · 5Y$12,120JPST · LMBS $11,706

Lowest cost0.18%JPST · $18 on $10k

Most income4.15%LMBS · $415 on $10k

Smallest drop−0.2%JPST · worst fall in 1Y

Held in common[…]LMBS and JPST

LMBS

JPST

First Trust Low Duration Opportunities ETF · $6.6BJPMorgan Ultra-Short Income ETF · $42.5B

+6.0%3 years · per year$11,913 · $11,561+5.0%

+3.2%5 years · per year$11,706 · $12,121+3.9%

0.66%Expense ratio$66 · $18 on $10k · lower wins0.18%

4.15%12-mo yield$415 · $413 on $10k4.13%

−2.0%Worst dropSmaller wins−0.2%

2.1%VolatilityLower wins0.5%

2–4JPST wins

$10,000 · 5 yearsOne scale

Shared top holdingsLMBS · JPST

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	BJPST	JPMorgan Ultra-Short Income ETFRead Desk		0.18%	4.13%	0.0%	+2.9%	+3.6%	+5.0%	+3.9%	−0.2%	$42.5B
2	ALMBS	First Trust Low Duration Opportunities ETFRead Desk		0.66%	4.15%	+0.1%	+1.7%	+2.7%	+6.0%	+3.2%	−2.0%	$6.6B

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	BJPST	JPMorgan Ultra-Short Income ETFRead Desk		0.18%	4.13%	0.0%	+2.9%	+3.6%	+5.0%	+3.9%	−0.2%	$42.5B
2	ALMBS	First Trust Low Duration Opportunities ETFRead Desk		0.66%	4.15%	+0.1%	+1.7%	+2.7%	+6.0%	+3.2%	−2.0%	$6.6B

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

LMBS vs JPST

LMBS

First Trust Low Duration Opportunities

$11,706

JPST

JPMorgan Ultra-Short Income

$12,121

MeasureLMBSJPST

Fee0.66%0.18%

Cost on $10k a year$66$18

Yield4.15%4.13%

5 years, per year+3.2%+3.9%

3 years, per year+6.0%+5.0%

Worst drop · 1Y−2.0%−0.2%

Volatility · 1Y2.1%0.5%

4–2measures won
JPST 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LMBS, JPST

Today

[…]holdings […]

LMBSJPST

LMBS—[…]

JPST[…]—

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

Income After Fees on $10,000

$395most kept, JPST

JPST$413 − $18 = $395

LMBS$415 − $66 = $349

KeptFee

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