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JCPB vs JMUB

JPMorgan Core Plus Bond ETF vs JPMorgan Municipal ETF

JCPB

JPMorgan Core Plus Bond ETF

JPMorgan

Annual cost

0.38%

Fund size

$11.4B

JMUB

JPMorgan Municipal ETF

JPMorgan

Annual cost

0.18%

Fund size

$7.5B

Key differences

  • JMUB costs 0.20% less per year.
  • JCPB follows a active selection strategy; JMUB uses index tracking.
  • Over the last 3 years, JCPB has delivered higher annualized returns.

Side-by-side comparison

JCPBJMUB
Annual cost (TER)0.38%0.18%
Fund size (AUM)$11.4B$7.5B
Since20192018
Dividend yield4.96%3.58%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.7%+5.2%
CAGR 3Y+4.7%+3.3%
CAGR 5Y+1.1%+1.1%
Sharpe 3Y0.24-0.07
Volatility 1Y3.82%2.37%
Max drawdown-16.67%-12.50%

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

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