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JMUB vs JPIE

JPMorgan Municipal ETF vs JPMorgan Income ETF

JMUB

JPMorgan Municipal ETF

JPMorgan

Annual cost

0.18%

Fund size

$7.5B

JPIE

JPMorgan Income ETF

JPMorgan

Annual cost

0.39%

Fund size

$8.7B

Key differences

  • JMUB costs 0.21% less per year.
  • JMUB follows a index tracking strategy; JPIE uses active selection.
  • Over the last 3 years, JPIE has delivered higher annualized returns.

Side-by-side comparison

JMUBJPIE
Annual cost (TER)0.18%0.39%
Fund size (AUM)$7.5B$8.7B
Since20182021
Dividend yield3.58%5.64%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+5.2%+6.0%
CAGR 3Y+3.3%+6.2%
CAGR 5Y+1.1%N/A
Sharpe 3Y-0.070.93
Volatility 1Y2.37%1.58%
Max drawdown-12.50%-9.96%

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

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