PZT vs JMUB

APZT

BJMUB

Measures won1–5JMUB wins · of 6 · 5Y

$10,000 · 5Y$10,572JMUB · PZT $9,732

Lowest cost0.18%JMUB · $18 on $10k

Most income3.95%PZT · $395 on $10k

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

Held in common[…]PZT and JMUB

PZT

JMUB

Invesco New York AMT-Free Municipal Bond ETF · $127MJPMorgan Municipal ETF · $9.0B

+4.6%3 years · per year$11,445 · $11,487+4.7%

−0.5%5 years · per year$9,732 · $10,572+1.1%

0.28%Expense ratio$28 · $18 on $10k · lower wins0.18%

3.95%12-mo yield$395 · $381 on $10k3.81%

−10.0%Worst dropSmaller wins−5.9%

6.1%VolatilityLower wins3.4%

1–5JMUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsPZT · JMUB

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

Held in common[…]

End-of-day Nov 4, 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	BJMUB	JPMorgan Municipal ETFRead Desk		0.18%	3.81%	+0.4%	+0.3%	+0.8%	+4.7%	+1.1%	−5.9%	$9.0B
2	APZT	Invesco New York AMT-Free Municipal Bond ETFRead Desk		0.28%	3.95%	+0.6%	−0.6%	−0.8%	+4.6%	−0.5%	−10.0%	$127M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJMUB	JPMorgan Municipal ETFRead Desk		0.18%	3.81%	+0.4%	+0.3%	+0.8%	+4.7%	+1.1%	−5.9%	$9.0B
2	APZT	Invesco New York AMT-Free Municipal Bond ETFRead Desk		0.28%	3.95%	+0.6%	−0.6%	−0.8%	+4.6%	−0.5%	−10.0%	$127M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PZT vs JMUB

PZT

Invesco New York AMT-Free Municipal Bond

$9,732

JMUB

JPMorgan Municipal

$10,572

MeasurePZTJMUB

Fee0.28%0.18%

Cost on $10k a year$28$18

Yield3.95%3.81%

5 years, per year−0.5%+1.1%

3 years, per year+4.6%+4.7%

Worst drop · 1Y−10.0%−5.9%

Volatility · 1Y6.1%3.4%

5–1measures won
JMUB first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PZT, JMUB

Today

[…]holdings […]

PZTJMUB

PZT—[…]

JMUB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$367most kept, PZT

PZT$395 − $28 = $367

JMUB$381 − $18 = $363

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee