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JMHI vs IGIB

High Yield Municipal Etf Fund vs iShares 5-10 Year Investment Grade Corporate Bond ETF

JMHI

High Yield Municipal Etf Fund

Annual cost

0.35%

Fund size

$279M

IGIB

iShares 5-10 Year Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$18.2B

Key differences

Both JMHI and IGIB are fixed income ETFs. JMHI charges 0.35% a year and IGIB 0.04%. The main difference: IGIB costs 0.31% less per year.

  • IGIB costs 0.31% less per year.
  • IGIB is much larger than JMHI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

JMHIIGIB
Annual cost (TER)0.35%0.04%
Fund size (AUM)$279M$18.2B
Since20072007
Dividend yield4.58%4.75%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.5%+5.9%
CAGR 3YN/A+6.1%
CAGR 5YN/A+1.4%
Sharpe 3YN/A0.45
Volatility 1Y3.21%4.11%
Max drawdown-7.11%-20.63%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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