JCAL vs JTNY
JPMorgan California Tax Free Bond ETF vs JPMorgan New York Tax Free Bond ETF
Which is better, JCAL or JTNY?
JTNY has been ahead.
JTNY led over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JCAL | JTNY |
|---|---|---|
| Expense Ratio | 0.34%Tie | 0.34%Tie |
| AUM | $510M | $424M |
| Dividend Yield | 0.89% | 0.95% |
| Holdings | 619 | 460 |
| YTD Return | -4.16%Best | -4.38% |
| Fund Family | J.P. Morgan Asset Management | J.P. Morgan Asset Management |
| Category | Tax Preferred | Tax Preferred |
| Style | Municipal Bond | Municipal Bond |
| Inception | Jun 12, 2026 | Jun 12, 2026 |
Not shown on this pair: 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
JCAL vs JTNY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
JCAL vs JTNY Performance
JPMorgan California Tax Free Bond ETF (JCAL) is an ETF from J.P. Morgan Asset Management and JPMorgan New York Tax Free Bond ETF (JTNY) is an ETF from J.P. Morgan Asset Management. Year to date, JCAL is down 4.16% versus a loss of 4.38% for JTNY.
Past performance does not guarantee future results.
Fees and Cost Over Time
JCAL charges 0.34% per year while JTNY charges 0.34%. On a $10,000 position that is $34 vs $34 annually. On income, JCAL currently yields 0.89% against 0.95% for JTNY.
Holdings Overlap
We hold position weights for 83 holdings in JCAL and 94 in JTNY, totalling 35.4% and 39.7% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 18 positions appear in both.
18 positions in common, counted across the 83 positions we hold weights for in JCAL and 94 in JTNY, against full books of 619 and 460.
Top Shared Holdings
| Stock | Weight in JCAL | Weight in JTNY | Difference |
|---|---|---|---|
| JOIXXJpmorgan Institutional Tax Free Money Market Fund, Class Im | 10.07% | 4.49% | 5.58% |
| OH BUCGEN 5 06/01/20Buckeye Tobacco Settlement Financing Auth Oh Ref-Senior-Class 2-Ser B-2 5.000 Jun 01 55 | 0.65% | 0.79% | 0.14% |
| AL BBEUTL 03/01/2055Black Belt Energy Gas Dist Ala 5% Nov 01, 2034 | 0.54% | 0.42% | 0.12% |
| GA MAIUTL 04/01/2054Main Str Nat Var 04/54 5%04/01/2054 | 0.40% | 0.49% | 0.09% |
| GA MAIUTL 05/01/2054Main Street Natural Gas Inc Maiutl 05/54 Adjustable Var 5 2054-05-01 | 0.23% | 0.57% | 0.34% |
| PR PRCGEN 4.75 07/01Puerto Rico Sales Tax Financing Corp Sa 4.750 07/01/2053 | 0.35% | 0.42% | 0.07% |
| CA GLDGEN 0 06/01/20Golden St Tobacco Securitizati Regd Zcp Oid B/E 0.00000000 | 0.39% | 0.16% | 0.23% |
| PR PRCGEN 5 07/01/20Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 | 0.25% | 0.28% | 0.03% |
| GA MAIUTL 12/01/2055Main Street Natural Gas Inc Ga 5.00 2055-12-01 | 0.22% | 0.26% | 0.04% |
| OH JPADEV 12/01/2053Jefferson Cnty Oh V/R 12/01/53 | 0.20% | 0.24% | 0.04% |
You are not choosing between two funds in isolation.
Whichever of JCAL and JTNY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JCAL or JTNY?
JCAL has an expense ratio of 0.34% while JTNY charges 0.34%. At the precision these are quoted to, they cost the same.
Which pays a higher dividend, JCAL or JTNY?
JCAL yields 0.89% while JTNY yields 0.95%, so JTNY currently pays the higher dividend yield.
Is JTNY better than JCAL?
JTNY led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.