JMUB vs. VTEB
Compare and contrast key facts about JPMorgan Municipal ETF (JMUB) and Vanguard Tax-Exempt Bond ETF (VTEB).
JMUB and VTEB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JMUB is an actively managed fund by JPMorgan Chase. It was launched on Oct 29, 2018. VTEB is a passively managed fund by Vanguard that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Aug 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMUB or VTEB.
Correlation
The correlation between JMUB and VTEB is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JMUB vs. VTEB - Performance Comparison
Key characteristics
JMUB:
0.38
VTEB:
0.10
JMUB:
0.61
VTEB:
0.24
JMUB:
1.09
VTEB:
1.03
JMUB:
0.44
VTEB:
0.16
JMUB:
1.60
VTEB:
0.50
JMUB:
1.10%
VTEB:
1.51%
JMUB:
3.89%
VTEB:
4.73%
JMUB:
-12.50%
VTEB:
-17.00%
JMUB:
-1.74%
VTEB:
-2.94%
Returns By Period
In the year-to-date period, JMUB achieves a -0.25% return, which is significantly higher than VTEB's -1.37% return.
JMUB
-0.25%
1.47%
0.16%
1.46%
1.47%
N/A
VTEB
-1.37%
1.69%
-0.75%
0.46%
0.91%
N/A
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JMUB vs. VTEB - Expense Ratio Comparison
JMUB has a 0.18% expense ratio, which is higher than VTEB's 0.05% 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%.
Risk-Adjusted Performance
JMUB vs. VTEB — Risk-Adjusted Performance Rank
JMUB
VTEB
JMUB vs. VTEB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Municipal ETF (JMUB) and Vanguard Tax-Exempt Bond ETF (VTEB). 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.
Dividends
JMUB vs. VTEB - Dividend Comparison
JMUB's dividend yield for the trailing twelve months is around 3.52%, more than VTEB's 3.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JMUB JPMorgan Municipal ETF | 3.52% | 3.50% | 3.20% | 2.16% | 1.94% | 2.13% | 3.66% | 0.45% | 0.00% | 0.00% | 0.00% |
VTEB Vanguard Tax-Exempt Bond ETF | 3.27% | 3.14% | 2.79% | 2.09% | 1.65% | 1.99% | 2.30% | 2.25% | 1.96% | 1.66% | 0.58% |
Drawdowns
JMUB vs. VTEB - Drawdown Comparison
The maximum JMUB drawdown since its inception was -12.50%, smaller than the maximum VTEB drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for JMUB and VTEB. For additional features, visit the drawdowns tool.
Volatility
JMUB vs. VTEB - Volatility Comparison
JPMorgan Municipal ETF (JMUB) and Vanguard Tax-Exempt Bond ETF (VTEB) have volatilities of 1.60% and 1.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.