MUB vs JEPI
Comparison between ISHARES NATIONAL MUNI BOND ETF (MUB, ETF) and JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI, ETF).
5-Year PerformanceJEPI has outperformed MUB, delivering a return of +7.3% compared to +0.6%
MUB vs JEPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MUB vs JEPI - Historical Returns
Returns include dividend reinvestment.
MUB vs JEPI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MUB | JEPI |
|---|---|---|
| 2026 | +0.59% | +2.91% |
| 2025 | +3.65% | +8.18% |
| 2024 | +1.40% | +12.29% |
| 2023 | +5.17% | +9.85% |
| 2022 | -7.26% | -3.09% |
| 2021 | +1.08% | +22.85% |
| 2020 | +5.03% | +18.59% |
| 2019 | +7.08% | N/A |
| 2018 | +1.07% | N/A |
| 2017 | +4.82% | N/A |
| 2016 | +0.05% | N/A |
| 2015 | +3.17% | N/A |
| 2014 | +9.00% | N/A |
| 2013 | -4.44% | N/A |
| 2012 | +5.08% | N/A |
| 2011 | +12.54% | N/A |
| 2010 | -0.05% | N/A |
| 2009 | +7.11% | N/A |
| 2008 | +0.84% | N/A |
| 2007 | +1.76% | N/A |
MUB vs JEPI Drawdown Comparison
The maximum drawdown for MUB was -13.68%, occurring on Mar 19, 2020. Recovery took 100 trading sessions.
The maximum drawdown for JEPI was -13.72%, occurring on Sep 30, 2022. Recovery took 291 trading sessions.
The current MUB drawdown is -1.30%. The current JEPI drawdown is -2.07%.
| Rank | MUB | JEPI |
|---|---|---|
| #1 | -13.68% Mar 9, 2020 - Jul 30, 2020 | -13.72% Apr 20, 2022 - Jun 16, 2023 |
| #2 | -12.33% Sep 9, 2008 - Jan 8, 2009 | -13.26% Feb 19, 2025 - Aug 22, 2025 |
| #3 | -11.89% Jul 19, 2021 - Dec 4, 2024 | -7.11% Dec 31, 2021 - Apr 8, 2022 |
| #4 | -9.74% Nov 30, 2012 - Jul 21, 2014 | -6.70% Sep 14, 2023 - Dec 1, 2023 |
| #5 | -8.86% Aug 25, 2010 - Jul 13, 2011 | -6.68% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -6.70% Jul 7, 2016 - Dec 21, 2018 | -4.92% Nov 29, 2024 - Feb 19, 2025 |
| #7 | -5.67% Jan 17, 2008 - May 20, 2008 | -4.52% Sep 2, 2021 - Oct 26, 2021 |
| #8 | -5.41% Feb 13, 2012 - Sep 28, 2012 | -4.15% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -4.80% Jan 12, 2009 - Apr 16, 2009 | -3.86% Jul 31, 2024 - Aug 15, 2024 |
| #10 | -4.78% Dec 6, 2024 - Sep 10, 2025 | -3.59% Mar 28, 2024 - May 15, 2024 |
| #11 | -3.79% May 20, 2008 - Sep 5, 2008 | -3.58% Sep 2, 2020 - Oct 7, 2020 |
| #12 | -3.53% May 20, 2009 - Aug 19, 2009 | -3.37% Jun 3, 2020 - Jul 6, 2020 |
| #13 | -3.16% Sep 30, 2009 - Apr 21, 2010 | -3.23% Nov 16, 2021 - Dec 7, 2021 |
| #14 | -2.94% Jan 30, 2015 - Nov 23, 2015 | -2.83% Jan 25, 2021 - Feb 18, 2021 |
| #15 | -2.79% Feb 26, 2026 - Jul 2, 2026 | -2.57% Feb 18, 2021 - Mar 9, 2021 |
Correlation
Correlation between MUB and JEPI is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
MUB vs JEPI dividend yield comparison.
| Year | MUB | JEPI |
|---|---|---|
| 2026 | 1.61% | 4.13% |
| 2025 | 3.14% | 8.25% |
| 2024 | 3.01% | 7.33% |
| 2023 | 2.65% | 8.40% |
| 2022 | 2.11% | 11.68% |
| 2021 | 1.81% | 6.59% |
| 2020 | 2.11% | 5.79% |
| 2019 | 2.42% | 0.00% |
| 2018 | 2.46% | 0.00% |
| 2017 | 2.26% | 0.00% |
| 2016 | 2.21% | 0.00% |
| 2015 | 2.51% | 0.00% |
| 2014 | 2.73% | 0.00% |
| 2013 | 3.02% | 0.00% |
| 2012 | 2.89% | 0.00% |
| 2011 | 3.31% | 0.00% |
| 2010 | 3.80% | 0.00% |
| 2009 | 3.61% | 0.00% |
| 2008 | 3.54% | 0.00% |
| 2007 | 1.15% | 0.00% |
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