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JMUB vs URTH

Comparison between JPMORGAN MUNICIPAL ETF (JMUB, ETF) and ISHARES MSCI WORLD ETF (URTH, ETF).

5-Year PerformanceURTH has outperformed JMUB, delivering a return of +11.7% compared to +1.0%

JMUB vs URTH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JMUB
$8B
Winner
URTH
$8.10B
Expense Ratio
Winner
JMUB
0.18%
URTH
0.24%
Max Drawdown
Winner
JMUB
14.47%
URTH
34.01%
Sharpe Ratio
JMUB
0.68
Winner
URTH
1.32
5Y Beta
Winner
JMUB
0.02
URTH
0.91
P/E Ratio
JMUB
N/A
URTH
25.22
Forward P/E
JMUB
N/A
URTH
19.59
5Y Dividends CAGR
Winner
JMUB
12.05%
URTH
8.64%
5Y EPS CAGR
JMUB
N/A
URTH
24.50%
Debt to Equity
JMUB
N/A
URTH
32.49%
P/S Ratio
JMUB
N/A
URTH
3.28
P/B Ratio
JMUB
N/A
URTH
4.81

JMUB vs URTH - Historical Returns

Returns include dividend reinvestment.

1M
JMUB
-0.10%
Winner
URTH
+0.24%
3M
JMUB
+0.54%
Winner
URTH
+5.97%
6M
JMUB
+0.61%
Winner
URTH
+8.31%
1Y
JMUB
+5.68%
Winner
URTH
+21.52%
5Y(CAGR)
JMUB
+1.03%
Winner
URTH
+11.69%
10Y(CAGR)
JMUB
N/A
URTH
+13.06%
Max(CAGR)
JMUB
+2.98%
Winner
URTH
+12.22%

JMUB vs URTH - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearJMUBURTH
2026+1.13%+9.87%
2025+4.15%+21.59%
2024+1.90%+19.66%
2023+5.86%+24.14%
2022-7.39%-18.40%
2021+1.59%+23.13%
2020+4.88%+14.90%
2019+8.35%+28.12%
2018+2.81%-9.25%
2017N/A+21.83%
2016N/A+8.88%
2015N/A-0.62%
2014N/A+5.44%
2013N/A+26.35%
2012N/A+14.73%

JMUB vs URTH Drawdown Comparison

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

The maximum drawdown for URTH was -34.01%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The current JMUB drawdown is -0.73%. The current URTH drawdown is -0.61%.

RankJMUBURTH
#1-12.50%
Mar 9, 2020 - Aug 7, 2020
-34.01%
Feb 12, 2020 - Aug 24, 2020
#2-12.06%
Jul 30, 2021 - Sep 5, 2024
-26.04%
Jan 3, 2022 - Dec 19, 2023
#3-4.02%
Feb 28, 2025 - Sep 5, 2025
-18.89%
May 19, 2015 - Dec 13, 2016
#4-2.55%
Feb 27, 2026 - Jul 2, 2026
-18.57%
Jan 26, 2018 - Apr 30, 2019
#5-2.18%
Oct 1, 2024 - Dec 4, 2024
-16.94%
Feb 18, 2025 - Jun 2, 2025
#6-2.17%
Feb 12, 2021 - Jun 8, 2021
-11.39%
Mar 27, 2012 - Sep 7, 2012
#7-2.07%
Dec 4, 2024 - Feb 26, 2025
-10.77%
May 21, 2013 - Jul 18, 2013
#8-1.36%
Aug 15, 2019 - Oct 9, 2019
-9.32%
Jul 3, 2014 - Feb 17, 2015
#9-1.22%
Aug 11, 2020 - Nov 20, 2020
-9.06%
Feb 25, 2026 - Apr 15, 2026
#10-1.18%
Oct 9, 2019 - Jan 3, 2020
-8.23%
Jul 16, 2024 - Aug 23, 2024
#11-0.73%
Jul 6, 2026 - Jul 16, 2026
-8.10%
Sep 2, 2020 - Nov 9, 2020
#12-0.55%
Jun 15, 2021 - Jul 8, 2021
-7.00%
Sep 14, 2012 - Dec 20, 2012
#13-0.48%
Mar 28, 2019 - Apr 29, 2019
-6.85%
Aug 9, 2013 - Sep 18, 2013
#14-0.45%
Nov 11, 2025 - Nov 28, 2025
-6.07%
Jul 24, 2019 - Oct 17, 2019
#15-0.42%
Sep 17, 2025 - Oct 10, 2025
-6.07%
May 3, 2019 - Jun 20, 2019

Correlation

Correlation between JMUB and URTH is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2012 - 2026)

JMUB vs URTH dividend yield comparison.

YearJMUBURTH
20261.81%0.66%
20253.52%1.48%
20243.50%1.47%
20233.20%1.70%
20222.16%1.68%
20211.94%1.50%
20202.13%1.52%
20193.66%2.16%
20180.45%2.30%
20170.00%1.88%
20160.00%2.15%
20150.00%2.35%
20140.00%2.31%
20130.00%1.04%
20120.00%2.69%

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