Compare · 2 funds side by side · dividends reinvested

DDX and BOND

DDXDiscipline Funds×BONDPIMCO×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,340DDX · best of the two

02 / 04

DDX and BOND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Defined Duration 10 ETFBonds & Cash · Other bonds0.29%3.15%+5.2%+6.5%+10.1%+2.5%−4.4%5.8%$77M1.3

PIMCO Active Bond Exchange-Traded FundBonds & Cash · Other bonds0.53%5.34%−0.6%−0.1%+6.4%+0.2%−5.5%4.5%$9.1B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: DDX 2021 · BOND 2012

Head to Head

Swap sides Versus in desk

Head to Head

Defined Duration 10 ETF · $77M$11,340

DDX

BOND

PIMCO Active Bond Exchange-Traded Fund · $9.1B$10,108

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DDXMeasureBOND

+5.2%Year to dateJan 1 → Nov 3−0.6%

+6.5%1 yearTotal return−0.1%

+10.1%3 years · per year$10,000 became $13,333 · $12,042+6.4%

+2.5%5 years · per year$10,000 became $11,340 · $10,108+0.2%

0.29%Expense ratio$29 · $53 a year on $10k · lower is better0.53%

3.15%Trailing 12-mo yield$315 · $534 a year on $10k5.34%

−4.4%Worst dropSmaller is better−5.5%

5.8%VolatilityLower is calmer4.5%

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

6–2DDX wins

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

More Ways to See the Pairs

DDX vs BOND: Top 5 Holdings

Today

DDX

40.9%in top 5

BOND

in top 54.2%

DDXStockBOND

15.3%SPDWnot top 5

15.2%VTVnot top 5

4.7%VWOnot top 5

not top 5PMBS3.8%

3.7%VGLTnot top 5

2.0%VOOnot top 5

not top 5PRFD0.2%

not top 5LONZ0.2%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

DDX vs BOND Returns, Every Period

Discipline FundsDDX

+2.5%

5 years, per year

BONDPIMCO

+0.2%

5 years, per year

DDXBONDFaded: behind in that period

4–0DDX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DDX vs BOND

YTD

Discipline FundsDDX

+5.2%

BONDPIMCO

−0.6%

+5.2%Year to date−0.6%

−4.4%Worst drop · 1Y−5.5%

5.8%Volatility · 1Y4.5%

3.1%Yield5.3%

$77.4MAssets$9.1B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DDX, BOND

Today

0.29%lowest, DDX

FundExpense ratioFee$10k

DDX0.29%$29

BOND0.53%$53

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DDX, BOND

5.34%highest, BOND

FundTrailing yieldYield$10k

BOND5.34%$534

DDX3.15%$315

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$481most kept, BOND

BOND$534 − $53 = $481

DDX$315 − $29 = $286

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DDX, BOND

Today

0.0%most shared, DDX and BOND

DDXBOND

DDX—0.0%

BOND0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+6.5%DDX, at 5.8% volatility

BONDWorst drop−5.5%4.5% vol

DDXWorst drop−4.4%5.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BONDDDX

−0.6%Year to date+5.2%

5.3%Yield3.1%

−0.1%Past year+6.5%

0.53%Fee0.29%

3–1DDX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026