IBMXvsJPIEETF Comparison
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iShares iBonds Dec 2035 Term Muni Bond ETF (IBMX) belongs to the Municipal Bonds segment. JPMorgan Income ETF (JPIE) is part of the Intl Aggregate Bonds segment. IBMX's top 2 sector exposures are Municipal and Non-Corporate. In contrast, JPIE's top sector exposures are Industrials, Sovereign and Energy. IBMX is less expensive with a Total Expense Ratio (TER) of 0.1%, versus 0.4% for JPIE. Run a side-by-side ETF comparison of IBMX and JPIE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IBMX vs JPIE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IBMX JPIE | +5.96%+0.89% | -0.01%-0.20% | n/a+1.67% | n/a+2.68% | n/a+22.23% | n/a+17.09% |
| Flows | IBMX JPIE | +$11M+$483M | +$15M+$1.37B | -+$4.89B | -+$5.84B | -+$10.89B | -+$11.62B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IBMX JPIE | +6.51%+2.19% | n/a+1.77% | n/a+2.07% | n/a+3.23% |
| Max drawdown | IBMX JPIE | -6.47%-1.77% | n/a-1.77% | n/a-1.77% | n/a-10.05% |
| Max drawdown duration | IBMX JPIE | 76d64d | n/a64d | n/a64d | n/a771d |
Trading data
IBMX | JPIE | |
Last sale 10/29/2026 at 1:30 PM | $24.45 | $45.19 |
| Previous close 10/28/2026 | $24.42 | $45.10 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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JPIE
is actively managed and doesn’t replicate an indexIBMX | JPIE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
IBMX | JPIE | |
|---|---|---|
| Last price | $24.45 | $45.19 |
| 1D performance | +0.12% | +0.20% |
| AuM | $20.74 M | $11.40 B |
| E/R | 0.1% | 0.4% |
Characteristics
IBMX | JPIE | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | S&P AMT-Free Municipal Series Callable-Adjusted 2035 Index | - |
| N° of holdings | 27 | 841 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 14, 2026 | October 28, 2021 |
| ESG | No | No |
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Exposure
Countries
IBMX
USA
24.23%
Other
75.77%
JPIE
USA
22.55%
Other
77.45%
Sectors
IBMX
Municipal
23.77%
Other
76.23%
JPIE
Industrials
9.52%
Other
90.48%
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Diversification
IBMX
Total weight of top 15 holdings out of 15
23.03%
JPIE
Total weight of top 15 holdings out of 15
19.96%
Top 15 holdings
Data as of August 31, 2026
IBMX
California, 5% 1oct2035, USD
2.46%
University of Texas, 5% 15aug2036, USD (2025B)
2.01%
Massachusetts Development Finance Agency, 5% 15may2055, USD (2025A-2)
1.86%
US677523RD66
1.77%
US546585XM77
1.49%
University of California, 5% 15may2038, USD (2025)
1.46%
Maryland, 5% 1jun2039, USD (2025)
1.44%
Greater Chicago Metropolitan Water Reclamation District, 5.25% 1dec2035, USD
1.42%
US041431YV32
1.40%
US64990KHR77
1.38%
US438687N683
1.30%
US46613SSM34
1.29%
US29270C5S06
1.28%
Los Angeles Unified School District, 5% 1jul2039, USD (2024QRR)
1.26%
Texas Transportation Commission, 5% 1oct2036, USD (2025)
1.21%
JPIE
US21H0626935
3.69%
US3618N6K891
2.42%
US3618N53Y33
2.12%
US3618N6K974
1.72%
US3618N56J39
1.61%
US3618N6P767
1.45%
G2 MB1287, 6.5% 20jul2056, USD (ABS)
1.38%
FN MA5945, 5.5% 1jan2056, USD (ABS)
1.07%
FR SL3192, 6% 1nov2055, USD (ABS)
0.86%
FR RQ0085, 5.5% 1jan2056, USD (ABS)
0.74%
US3142J6DH39
0.60%
US35566ABE82
0.60%
US3622AD4R60
0.58%
US21H0526945
0.56%
US38381SQX89
0.55%
Frequently asked questions about IBMX and JPIE
Which ETF is bigger: IBMX or JPIE?
As of October 28, 2026, IBMX holds $20.74 M in assets under management (AUM), while JPIE manages $11.40 B.
What sectors do the IBMX and JPIE ETFs invest in?
IBMX leans toward sectors like Municipal. Meanwhile, JPIE focuses on Industrials.
What are the top holdings of the IBMX ETF and JPIE ETF?
IBMX top holdings include California, 5% 1oct2035, USD, University of Texas, 5% 15aug2036, USD (2025B) and Massachusetts Development Finance Agency, 5% 15may2055, USD (2025A-2). JPIE holds in its top three: US21H0626935, US3618N6K891 and US3618N53Y33.
Which ETF is more diversified: IBMX or JPIE?
IBMX holds 160 securities with 23.03% of its assets in the top 15. JPIE has 2602 securities and a top 15 weight of 19.96%.
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Latest news about IBMX & JPIE
JPST and JPIE: A Modern Approach to Active, Risk-Managed Fixed-Income
June 16, 2023
JPIE
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