JMUB vs. VWIUX
Compare and contrast key facts about JPMorgan Municipal ETF (JMUB) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX).
JMUB is an actively managed fund by JPMorgan Chase. It was launched on Oct 29, 2018. VWIUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMUB or VWIUX.
Key characteristics
| JMUB | VWIUX | |
|---|---|---|
| YTD Return | 1.87% | 1.44% |
| 1Y Return | 6.28% | 6.02% |
| 3Y Return (Ann) | 0.11% | 0.10% |
| 5Y Return (Ann) | 1.44% | 1.44% |
| Sharpe Ratio | 2.22 | 2.30 |
| Sortino Ratio | 3.25 | 3.57 |
| Omega Ratio | 1.46 | 1.53 |
| Calmar Ratio | 1.09 | 1.09 |
| Martin Ratio | 11.22 | 8.71 |
| Ulcer Index | 0.63% | 0.76% |
| Daily Std Dev | 3.17% | 2.86% |
| Max Drawdown | -12.50% | -11.49% |
| Current Drawdown | -1.31% | -1.52% |
Correlation
The correlation between JMUB and VWIUX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JMUB vs. VWIUX - Performance Comparison
In the year-to-date period, JMUB achieves a 1.87% return, which is significantly higher than VWIUX's 1.44% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JMUB vs. VWIUX - Expense Ratio Comparison
JMUB has a 0.18% expense ratio, which is higher than VWIUX's 0.09% 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. VWIUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Municipal ETF (JMUB) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX). 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. VWIUX - Dividend Comparison
JMUB's dividend yield for the trailing twelve months is around 3.46%, more than VWIUX's 2.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMUB JPMorgan Municipal ETF | 3.46% | 3.20% | 2.16% | 1.94% | 2.13% | 3.66% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 2.78% | 2.79% | 2.50% | 2.16% | 2.40% | 2.68% | 2.89% | 2.83% | 2.92% | 2.97% | 3.13% | 3.27% |
Drawdowns
JMUB vs. VWIUX - Drawdown Comparison
The maximum JMUB drawdown since its inception was -12.50%, which is greater than VWIUX's maximum drawdown of -11.49%. Use the drawdown chart below to compare losses from any high point for JMUB and VWIUX. For additional features, visit the drawdowns tool.
Volatility
JMUB vs. VWIUX - Volatility Comparison
JPMorgan Municipal ETF (JMUB) has a higher volatility of 1.50% compared to Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) at 1.34%. This indicates that JMUB's price experiences larger fluctuations and is considered to be riskier than VWIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.