Compare · 3 funds side by side · dividends reinvested

FIXD, SMTH and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$9,983BND · best of the three

02 / 04

FIXD, SMTH and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B1.4

ALPS Funds Smith Core Plus Bond ETFBonds & Cash · Core aggregate0.59%4.41%−0.2%+0.2%[…][…]−4.6%4.0%$3.7B1.8

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.82%−1.2%−0.8%+5.4%−0.8%−5.4%4.4%$2.8B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FIXD 2017 · SMTH 2023 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$11,721

FIXD

SMTH

ALPS Funds Smith Core Plus Bond ETF · $3.7B[…]

$10,000 three years ago, dividends reinvested · they hold 0.1% in common

FIXDMeasureSMTH

−1.2%Year to dateJan 1 → Nov 5−0.2%

−0.8%1 yearTotal return+0.2%

+5.4%3 years · per year$10,000 became $11,721 · […][…]

−0.8%5 years · per year$10,000 became $9,628 · […][…]

0.65%Expense ratio$65 · $59 a year on $10k · lower is better0.59%

4.82%Trailing 12-mo yield$482 · $441 a year on $10k4.41%

−5.4%Worst dropSmaller is better−4.6%

4.4%VolatilityLower is calmer4.0%

FIXDSMTH Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5SMTH wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FIXD vs SMTH: Top 5 Holdings

Today

FIXD

0.3%in top 5

SMTH

in top 50.1%

FIXDStockSMTH

0.2%XELLLnot top 5

0.1%JXN-PA0.1%

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

FIXD vs SMTH Returns, Every Period

First TrustFIXD

−0.8%

past year

SMTHALPS

+0.2%

past year

FIXDSMTHFaded: behind in that period

0–2SMTH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FIXD vs SMTH

YTD

First TrustFIXD

−1.2%

SMTHALPS

−0.2%

−1.2%Year to date−0.2%

−5.4%Worst drop · 1Y−4.6%

4.4%Volatility · 1Y4.0%

4.8%Yield4.4%

$2.8BAssets$3.7B

3–1SMTH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FIXD, SMTH, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SMTH0.59%$59

FIXD0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FIXD, SMTH, BND

4.82%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.82%$482

SMTH4.41%$441

BND4.12%$412

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

BND$412 − $3 = $409

SMTH$441 − $59 = $382

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FIXD, SMTH, BND

Today

0.1%most shared, FIXD and SMTH

FIXDSMTHBND

FIXD—0.1%[…]

SMTH0.1%—[…]

BND[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+0.4%BND, at 4.0% volatility

SMTHWorst drop−4.6%4.0% vol

BNDWorst drop−4.5%4.0% vol

FIXDWorst drop−5.4%4.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FIXDBND

−1.2%Year to date+0.1%

4.8%Yield4.1%

−0.8%Past year+0.4%

0.65%Fee0.03%

3–1BND wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026