Compare · 3 funds side by side · dividends reinvested

FIXD, SMTH and BND

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$11,637BND · 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%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.4

ALPS Funds Smith Core Plus Bond ETFBonds & Cash · Core aggregate0.59%4.42%−0.3%+0.2%[…][…]−4.6%4.0%$3.7B1.8

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.82%−1.2%−0.6%+5.1%−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 6, 2026 · returns include dividends · since: FIXD 2017 · SMTH 2023 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SMTH

FIXD

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,630

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

SMTHMeasureFIXD

−0.3%Year to dateJan 1 → Nov 6−1.2%

+0.2%1 yearTotal return−0.6%

[…]3 years · per year$10,000 became […] · $11,606+5.1%

[…]5 years · per year$10,000 became […] · $9,630−0.8%

0.59%Expense ratio$59 · $65 a year on $10k · lower is better0.65%

4.42%Trailing 12-mo yield$442 · $482 a year on $10k4.82%

−4.6%Worst dropSmaller is better−5.4%

4.0%VolatilityLower is calmer4.4%

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

5–1SMTH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMTH vs FIXD: Top 5 Holdings

Today

SMTH

0.1%in top 5

FIXD

in top 50.3%

SMTHStockFIXD

not top 5XELLL0.2%

0.1%JXN-PA0.1%

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

SMTH vs FIXD Returns, Every Period

ALPSSMTH

+0.2%

past year

FIXDFirst Trust

−0.6%

past year

SMTHFIXDFaded: behind in that period

2–0SMTH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SMTH vs FIXD

YTD

ALPSSMTH

−0.3%

FIXDFirst Trust

−1.2%

−0.3%Year to date−1.2%

−4.6%Worst drop · 1Y−5.4%

4.0%Volatility · 1Y4.4%

4.4%Yield4.8%

$3.7BAssets$2.8B

3–1SMTH wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: FIXD, SMTH, BND

4.82%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.82%$482

SMTH4.42%$442

BND4.12%$412

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

BND$412 − $3 = $409

SMTH$442 − $59 = $383

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+0.6%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 6, 2026 · up and left is better

Paid More vs Made More

YTD

FIXDBND

−1.2%Year to date−0.0%

4.8%Yield4.1%

−0.6%Past year+0.6%

0.65%Fee0.03%

3–1BND wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026