JCPI vs. MUB

In the year-to-date period, JCPI achieves a 3.10% return, which is significantly higher than MUB's -1.65% return.

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JCPI has a 0.25% expense ratio, which is higher than MUB's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Inflation Managed Bond ETF (JCPI) and iShares National AMT-Free Muni Bond ETF (MUB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current JCPI Sharpe Ratio is 1.53, which is higher than the MUB Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of JCPI and MUB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JCPI's dividend yield for the trailing twelve months is around 3.98%, more than MUB's 3.16% yield.

The maximum JCPI drawdown since its inception was -7.86%, smaller than the maximum MUB drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for JCPI and MUB. For additional features, visit the drawdowns tool.

JPMorgan Inflation Managed Bond ETF (JCPI) has a higher volatility of 1.51% compared to iShares National AMT-Free Muni Bond ETF (MUB) at 1.18%. This indicates that JCPI's price experiences larger fluctuations and is considered to be riskier than MUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.