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GUMI vs JMST

Goldman Sachs Ultra Short Municipal Income ETF vs JPMorgan Ultra-Short Municipal Income ETF

GUMI

Goldman Sachs Ultra Short Municipal Income ETF

Goldman Sachs

Annual cost

0.16%

Fund size

$38M

JMST

JPMorgan Ultra-Short Municipal Income ETF

JPMorgan

Annual cost

0.18%

Fund size

$6.2B

Key differences

  • JMST is significantly larger than GUMI — larger funds tend to be more liquid and less likely to close.
  • GUMI follows a active selection strategy; JMST uses index tracking.
  • JMST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GUMIJMST
Annual cost (TER)0.16%0.18%
Fund size (AUM)$38M$6.2B
Since20242018
Dividend yield2.81%2.72%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.2%+3.0%
CAGR 3YN/A+3.4%
CAGR 5YN/A+2.3%
Sharpe 3YN/A-0.27
Volatility 1Y1.09%0.58%
Max drawdown-0.48%-2.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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