SCMBX vs. JMUB
Compare and contrast key facts about DWS Managed Municipal Bond Fund (SCMBX) and JPMorgan Municipal ETF (JMUB).
SCMBX is managed by BlackRock. It was launched on Oct 13, 1976. JMUB is an actively managed fund by JPMorgan. It was launched on Oct 29, 2018.
Performance
SCMBX vs. JMUB - Performance Comparison
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SCMBX vs. JMUB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SCMBX DWS Managed Municipal Bond Fund | -0.34% | 3.21% | 2.52% | 6.64% | -12.83% | 2.09% | 4.72% | 8.93% | 2.15% |
JMUB JPMorgan Municipal ETF | -0.44% | 4.34% | 1.88% | 5.96% | -7.43% | 1.58% | 4.98% | 8.37% | 2.81% |
Returns By Period
In the year-to-date period, SCMBX achieves a -0.34% return, which is significantly higher than JMUB's -0.44% return.
SCMBX
- 1D
- 0.25%
- 1M
- -2.37%
- YTD
- -0.34%
- 6M
- 1.08%
- 1Y
- 3.84%
- 3Y*
- 2.95%
- 5Y*
- 0.13%
- 10Y*
- 1.75%
JMUB
- 1D
- 0.08%
- 1M
- -2.26%
- YTD
- -0.44%
- 6M
- 0.84%
- 1Y
- 3.63%
- 3Y*
- 3.07%
- 5Y*
- 1.18%
- 10Y*
- —
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SCMBX vs. JMUB - Expense Ratio Comparison
SCMBX has a 0.54% expense ratio, which is higher than JMUB's 0.18% expense ratio.
Return for Risk
SCMBX vs. JMUB — Risk / Return Rank
SCMBX
JMUB
SCMBX vs. JMUB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Managed Municipal Bond Fund (SCMBX) and JPMorgan Municipal ETF (JMUB). 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.
| SCMBX | JMUB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.07 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.37 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.11 | -0.31 |
Martin ratioReturn relative to average drawdown | 2.62 | 4.20 | -1.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCMBX | JMUB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.07 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.36 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.69 | +0.57 |
Correlation
The correlation between SCMBX and JMUB 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.
Dividends
SCMBX vs. JMUB - Dividend Comparison
SCMBX's dividend yield for the trailing twelve months is around 4.89%, more than JMUB's 3.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCMBX DWS Managed Municipal Bond Fund | 4.89% | 4.46% | 3.49% | 2.64% | 2.36% | 3.27% | 3.57% | 4.32% | 3.42% | 3.31% | 3.87% | 3.99% |
JMUB JPMorgan Municipal ETF | 3.60% | 3.52% | 3.50% | 3.20% | 2.16% | 1.94% | 2.13% | 3.66% | 0.45% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCMBX vs. JMUB - Drawdown Comparison
The maximum SCMBX drawdown since its inception was -18.17%, which is greater than JMUB's maximum drawdown of -12.50%. Use the drawdown chart below to compare losses from any high point for SCMBX and JMUB.
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Drawdown Indicators
| SCMBX | JMUB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.17% | -12.50% | -5.67% |
Max Drawdown (1Y)Largest decline over 1 year | -5.07% | -3.47% | -1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -18.17% | -12.06% | -6.11% |
Max Drawdown (10Y)Largest decline over 10 years | -18.17% | — | — |
Current DrawdownCurrent decline from peak | -2.50% | -2.26% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -2.23% | -2.54% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | 0.92% | +0.64% |
Volatility
SCMBX vs. JMUB - Volatility Comparison
DWS Managed Municipal Bond Fund (SCMBX) and JPMorgan Municipal ETF (JMUB) have volatilities of 1.25% and 1.23%, 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.
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Volatility by Period
| SCMBX | JMUB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 1.23% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 1.64% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.24% | 3.41% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.37% | 3.30% | +1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.30% | 4.17% | +0.13% |