Compare · 2 funds side by side · dividends reinvested

BOND and PCFI

BONDPIMCO×PCFIPolen×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,134BOND · best of the two

02 / 04

BOND and PCFI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Polen Floating Rate Income ETFBonds & Cash · Other bonds0.59%9.69%+2.2%+1.5%[…][…]−2.8%5.4%$14M1.3

PIMCO Active Bond Exchange-Traded FundBonds & Cash · Other bonds0.53%5.31%−0.1%+0.5%+6.6%+0.3%−5.5%4.5%$9.1B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BOND 2012 · PCFI 2025

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO Active Bond Exchange-Traded Fund · $9.1B$10,134

BOND

PCFI

Polen Floating Rate Income ETF · $14M[…]

$10,000 five years ago, dividends reinvested

BONDMeasurePCFI

−0.1%Year to dateJan 1 → Nov 4+2.2%

+0.5%1 yearTotal return+1.5%

+6.6%3 years · per year$10,000 became $12,120 · […][…]

+0.3%5 years · per year$10,000 became $10,134 · […][…]

0.53%Expense ratio$53 · $59 a year on $10k · lower is better0.59%

5.31%Trailing 12-mo yield$531 · $969 a year on $10k9.69%

−5.5%Worst dropSmaller is better−2.8%

4.5%VolatilityLower is calmer5.4%

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

2–4PCFI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BOND vs PCFI: Top 5 Holdings

Today

BOND

4.2%in top 5

PCFI

in top 5[…]

BONDStockPCFI

3.8%PMBSnot top 5

0.2%PRFDnot top 5

0.2%LONZnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BOND vs PCFI Returns, Every Period

PIMCOBOND

+0.5%

past year

PCFIPolen

+1.5%

past year

BONDPCFIFaded: behind in that period

0–2PCFI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BOND vs PCFI

YTD

PIMCOBOND

−0.1%

PCFIPolen

+2.2%

−0.1%Year to date+2.2%

−5.5%Worst drop · 1Y−2.8%

4.5%Volatility · 1Y5.4%

5.3%Yield9.7%

$9.1BAssets$13.9M

3–1PCFI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BOND, PCFI

Today

0.53%lowest, BOND

FundExpense ratioFee$10k

BOND0.53%$53

PCFI0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BOND, PCFI

9.69%highest, PCFI

FundTrailing yieldYield$10k

PCFI9.69%$969

BOND5.31%$531

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$910most kept, PCFI

PCFI$969 − $59 = $910

BOND$531 − $53 = $478

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BOND, PCFI

Today

[…]holdings […]

BONDPCFI

BOND—[…]

PCFI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.5%PCFI, at 5.4% volatility

BONDWorst drop−5.5%4.5% vol

PCFIWorst drop−2.8%5.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PCFIBOND

+2.2%Year to date−0.1%

9.7%Yield5.3%

+1.5%Past year+0.5%

0.59%Fee0.53%

3–1PCFI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026