Screener
JMUB vs UTRE
JPMorgan Municipal ETF vs F/m US Treasury 3 Year Note ETF
Key differences
Both JMUB and UTRE are fixed income ETFs. JMUB charges 0.18% a year and UTRE 0.15%. The main difference: JMUB is much larger than UTRE. Larger funds are usually more liquid and less likely to close.
- JMUB is much larger than UTRE. Larger funds are usually more liquid and less likely to close.
- JMUB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JMUB | UTRE | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.15% |
| Fund size (AUM) | $7.8B | $10M |
| Since | 2018 | 2023 |
| Dividend yield | 3.59% | 3.80% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.7% | +3.0% |
| CAGR 3Y | +3.8% | +3.7% |
| CAGR 5Y | +1.2% | N/A |
| Sharpe 3Y | 0.07 | 0.06 |
| Volatility 1Y | 2.39% | 2.00% |
| Max drawdown | -12.50% | -2.80% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.