TAFI vs JMUB

ATAFI

BJMUB

Measures won2–3JMUB wins · of 6 · 5Y

$10,000 · 5Y$10,620JMUB

Lowest cost0.18%JMUB · $18 on $10k

Most income3.79%JMUB · $379 on $10k

Smallest drop−2.4%TAFI · worst fall in 1Y

Held in common[…]TAFI and JMUB

TAFI

JMUB

Alliance Bernstein - AB Tax-Aware Short Duration Municipal ETF · $1.5BJPMorgan Municipal ETF · $9.1B

+4.1%3 years · per year$11,267 · $11,552+4.9%

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

0.27%Expense ratio$27 · $18 on $10k · lower wins0.18%

3.12%12-mo yield$312 · $379 on $10k3.79%

−2.4%Worst dropSmaller wins−5.9%

1.7%VolatilityLower wins3.5%

2–3JMUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAFI · JMUB

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	BJMUB	JPMorgan Municipal ETFRead Desk		0.18%	3.79%	+0.4%	+0.8%	+1.1%	+4.9%	+1.2%	−5.9%	$9.1B
2	ATAFI	Alliance Bernstein - AB Tax-Aware Short Duration Municipal ETFRead Desk		0.27%	3.12%	+0.2%	+1.7%	+2.1%	+4.1%	new	−2.4%	$1.5B

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	BJMUB	JPMorgan Municipal ETFRead Desk		0.18%	3.79%	+0.4%	+0.8%	+1.1%	+4.9%	+1.2%	−5.9%	$9.1B
2	ATAFI	Alliance Bernstein - AB Tax-Aware Short Duration Municipal ETFRead Desk		0.27%	3.12%	+0.2%	+1.7%	+2.1%	+4.1%	new	−2.4%	$1.5B

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

TAFI vs JMUB

TAFI

Alliance Bernstein - AB Tax-Aware Short Duration Municipal

[…]

JMUB

JPMorgan Municipal

$10,620

MeasureTAFIJMUB

Fee0.27%0.18%

Cost on $10k a year$27$18

Yield3.12%3.79%

5 years, per year[…]+1.2%

3 years, per year+4.1%+4.9%

Worst drop · 1Y−2.4%−5.9%

Volatility · 1Y1.7%3.5%

3–2measures won
JMUB first

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: TAFI, JMUB

Today

[…]holdings […]

TAFIJMUB

TAFI—[…]

JMUB[…]—

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

TAFI$312 − $27 = $285

KeptFee

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