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J.P. Morgan made investors more money ($24.9B) and had more funds that made money (84%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one bonds & cash fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · BONDS & CASH | WisdomTree | J.P. Morgan |
|---|---|---|
| Funds in the category | 17 | 23 |
| Made money (W–L) | 9–7 | 12–8 |
| Win % | 56% | 60% |
| Money made | $766M | $1.7B |
| Typical return | +0.4% | +0.3% |
| Launches · 2026 | 1 | 0 |
| Assets | $24.6B | $109B |
| Fee per $100 | $0.16 | $0.26 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| USFR | WisdomTree Floating Rate Treasury Fund | $21.3B | +3.8% ✓ |
| UNIY | WisdomTree Voya Yield Enhanced USD Universal Bond Fund | $1.3B | −0.9% ✕ |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $894M | −1.4% ✕ |
| HYZD | WisdomTree Interest Rate Hedged High Yield Bond Fund | $306M | +4.5% ✓ |
| QHY | WisdomTree U.S. High Yield Corporate Bond Fund | $249M | +1.6% ✓ |
| AGZD | WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | $177M | +3.8% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | $42.5B | +3.2% ✓ |
| JCPB | JPMorgan Core Plus Bond ETF | $17.5B | −0.0% ✕ |
| JBND | JPMorgan Active Bond ETF | $9.5B | −0.5% ✕ |
| JMUB | JPMorgan Municipal ETF | $9.0B | +0.0% ✓ |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $8.4B | +2.3% ✓ |
| JMTG | JPMorgan Mortgage-Backed Securities ETF | $6.8B | +0.4% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.