JMUB vs IDV

Comparison between JPMORGAN MUNICIPAL ETF (JMUB, ETF) and ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV, ETF).

5-Year PerformanceIDV has outperformed JMUB, delivering a return of +12.9% compared to +1.0%

JMUB vs IDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMUB(ETF)	IDV(ETF)
Net Assets	$8B	$8B
Expense Ratio	0.18%	0.50%
Max Drawdown	14.47%	72.82%
Sharpe Ratio	0.68	1.76
5Y Beta	0.02	0.49
5Y Dividends CAGR	12.05%	12.48%

Net Assets

JMUB

$8B

IDV

$8B

Expense Ratio

Winner

JMUB

0.18%

IDV

0.50%

Max Drawdown

Winner

JMUB

14.47%

IDV

72.82%

Sharpe Ratio

JMUB

0.68

Winner

IDV

1.76

5Y Beta

Winner

JMUB

0.02

IDV

0.49

5Y Dividends CAGR

JMUB

12.05%

Winner

IDV

12.48%

JMUB vs IDV - Historical Returns

Returns include dividend reinvestment.

Period	JMUB	IDV
1 month	-0.10%	-1.02%
3 months	+0.54%	-0.54%
6 months	+0.61%	+9.05%
1 year	+5.68%	+29.19%
5 years(CAGR)	+1.03%	+12.86%
10 years(CAGR)	N/A	+10.14%
Max(CAGR)	+2.98%	+4.78%

Winner

JMUB

-0.10%

IDV

-1.02%

Winner

JMUB

+0.54%

IDV

-0.54%

JMUB

+0.61%

Winner

IDV

+9.05%

JMUB

+5.68%

Winner

IDV

+29.19%

5Y(CAGR)

JMUB

+1.03%

Winner

IDV

+12.86%

10Y(CAGR)

JMUB

N/A

IDV

+10.14%

Max(CAGR)

JMUB

+2.98%

Winner

IDV

+4.78%

JMUB vs IDV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	JMUB	IDV
2026	+1.13%	+10.20%
2025	+4.15%	+52.29%
2024	+1.90%	+4.41%
2023	+5.86%	+10.20%
2022	-7.39%	-7.00%
2021	+1.59%	+10.67%
2020	+4.88%	-7.01%
2019	+8.35%	+23.86%
2018	+2.81%	-11.18%
2017	N/A	+18.64%
2016	N/A	+9.21%
2015	N/A	-10.47%
2014	N/A	-4.46%
2013	N/A	+17.28%
2012	N/A	+16.31%
2011	N/A	-7.56%
2010	N/A	+8.59%
2009	N/A	+57.86%
2008	N/A	-51.98%
2007	N/A	-6.71%

JMUB vs IDV Drawdown Comparison

The maximum drawdown for JMUB was -12.50%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.

The maximum drawdown for IDV was -70.15%, occurring on Mar 9, 2009. Recovery took 1588 trading sessions.

The current JMUB drawdown is -0.73%. The current IDV drawdown is -3.33%.

Rank	JMUB	IDV
#1	-12.50% Mar 9, 2020 - Aug 7, 2020	-70.15% Oct 31, 2007 - Feb 24, 2014
#2	-12.06% Jul 30, 2021 - Sep 5, 2024	-42.50% Feb 12, 2020 - Mar 11, 2021
#3	-4.02% Feb 28, 2025 - Sep 5, 2025	-32.43% Jul 3, 2014 - Jan 4, 2018
#4	-2.55% Feb 27, 2026 - Jul 2, 2026	-29.12% Feb 9, 2022 - May 7, 2024
#5	-2.18% Oct 1, 2024 - Dec 4, 2024	-17.77% Jan 26, 2018 - Nov 12, 2019
#6	-2.17% Feb 12, 2021 - Jun 8, 2021	-16.68% Jul 19, 2007 - Oct 9, 2007
#7	-2.07% Dec 4, 2024 - Feb 26, 2025	-11.86% Mar 18, 2025 - Apr 22, 2025
#8	-1.36% Aug 15, 2019 - Oct 9, 2019	-10.14% Sep 27, 2024 - Mar 5, 2025
#9	-1.22% Aug 11, 2020 - Nov 20, 2020	-9.60% Jun 2, 2021 - Jan 12, 2022
#10	-1.18% Oct 9, 2019 - Jan 3, 2020	-8.52% Feb 25, 2026 - May 6, 2026
#11	-0.73% Jul 6, 2026 - Jul 16, 2026	-7.01% May 21, 2026 - Jul 1, 2026
#12	-0.55% Jun 15, 2021 - Jul 8, 2021	-6.86% May 17, 2024 - Aug 19, 2024
#13	-0.48% Mar 28, 2019 - Apr 29, 2019	-4.19% Nov 12, 2025 - Nov 28, 2025
#14	-0.45% Nov 11, 2025 - Nov 28, 2025	-3.96% Oct 12, 2007 - Oct 29, 2007
#15	-0.42% Sep 17, 2025 - Oct 10, 2025	-3.33% Jul 23, 2025 - Aug 8, 2025

Correlation

Correlation between JMUB and IDV is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2007 - 2026)

JMUB vs IDV dividend yield comparison.

Year	JMUB	IDV
2026	1.81%	3.05%
2025	3.52%	4.94%
2024	3.50%	6.46%
2023	3.20%	6.51%
2022	2.16%	7.33%
2021	1.94%	5.78%
2020	2.13%	5.47%
2019	3.66%	5.15%
2018	0.45%	5.93%
2017	0.00%	4.52%
2016	0.00%	4.69%
2015	0.00%	5.08%
2014	0.00%	6.03%
2013	0.00%	4.48%
2012	0.00%	4.84%
2011	0.00%	5.47%
2010	0.00%	3.92%
2009	0.00%	3.37%
2008	0.00%	13.84%
2007	0.00%	2.26%