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JMUB vs JCPB

JPMorgan Municipal ETF vs JPMorgan Core Plus Bond ETF

JMUB

JPMorgan Municipal ETF

JPMorgan

Annual cost

0.18%

Fund size

$7.5B

JCPB

JPMorgan Core Plus Bond ETF

JPMorgan

Annual cost

0.38%

Fund size

$11.4B

Key differences

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

Side-by-side comparison

JMUBJCPB
Annual cost (TER)0.18%0.38%
Fund size (AUM)$7.5B$11.4B
Since20182019
Dividend yield3.58%4.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.2%+6.7%
CAGR 3Y+3.3%+4.7%
CAGR 5Y+1.1%+1.1%
Sharpe 3Y-0.070.24
Volatility 1Y2.37%3.82%
Max drawdown-12.50%-16.67%

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

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