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JMUB vs MEAR

JPMorgan Municipal ETF vs iShares Short Maturity Municipal Bond Active ETF

JMUB

JPMorgan Municipal ETF

Annual cost

0.18%

Fund size

$7.8B

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

Key differences

Both JMUB and MEAR are fixed income ETFs. JMUB charges 0.18% a year and MEAR 0.26%. The main difference: JMUB follows a index tracking strategy; MEAR uses active selection.

  • JMUB follows a index tracking strategy; MEAR uses active selection.
  • JMUB costs 0.08% less per year.
  • JMUB is much larger than MEAR. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

JMUBMEAR
Annual cost (TER)0.18%0.26%
Fund size (AUM)$7.8B$1.4B
Since20182015
Dividend yield3.59%2.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.0%+3.3%
CAGR 3Y+3.8%+3.6%
CAGR 5Y+1.3%+2.4%
Sharpe 3Y0.080.01
Volatility 1Y2.41%0.86%
Max drawdown-12.50%-2.68%

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

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