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MEAR vs JMUB

iShares Short Maturity Municipal Bond Active ETF vs JPMorgan Municipal ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

JMUB

JPMorgan Municipal ETF

Annual cost

0.18%

Fund size

$7.8B

Key differences

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

  • MEAR follows a active selection strategy; JMUB uses index tracking.
  • 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

MEARJMUB
Annual cost (TER)0.26%0.18%
Fund size (AUM)$1.4B$7.8B
Since20152018
Dividend yield2.86%3.59%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.3%+6.0%
CAGR 3Y+3.6%+3.8%
CAGR 5Y+2.4%+1.3%
Sharpe 3Y0.010.08
Volatility 1Y0.86%2.41%
Max drawdown-2.68%-12.50%

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

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