Compare · 2 funds side by side · dividends reinvested

DDX and JBND

DDXDiscipline Funds×JBNDJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,420DDX · best of the two

02 / 04

DDX and JBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Defined Duration 10 ETFBonds & Cash · Other bonds0.29%3.12%+6.1%+7.5%+10.3%+2.7%−4.4%5.8%$77M1.4

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.60%−0.2%+0.7%+6.5%[…]−4.7%4.0%$9.5B1.6

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: DDX 2021 · JBND 2023

Head to Head

Swap sides Versus in desk

Head to Head

Defined Duration 10 ETF · $77M$11,420

DDX

JBND

JPMorgan Active Bond ETF · $9.5B[…]

$10,000 five years ago, dividends reinvested

DDXMeasureJBND

+6.1%Year to dateJan 1 → Nov 4−0.2%

+7.5%1 yearTotal return+0.7%

+10.3%3 years · per year$10,000 became $13,424 · $12,065+6.5%

+2.7%5 years · per year$10,000 became $11,420 · […][…]

0.29%Expense ratio$29 · $25 a year on $10k · lower is better0.25%

3.12%Trailing 12-mo yield$312 · $460 a year on $10k4.60%

−4.4%Worst dropSmaller is better−4.7%

5.8%VolatilityLower is calmer4.0%

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

4–3DDX wins

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

More Ways to See the Pairs

DDX vs JBND: Top 5 Holdings

Today

DDX

40.9%in top 5

JBND

in top 5[…]

DDXStockJBND

15.3%SPDWnot top 5

15.2%VTVnot top 5

4.7%VWOnot top 5

3.7%VGLTnot top 5

2.0%VOOnot top 5

Held in common[…]

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

DDX vs JBND Returns, Every Period

Discipline FundsDDX

+7.5%

past year

JBNDJ.P. Morgan

+0.7%

past year

DDXJBNDFaded: behind in that period

3–0DDX wins

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

DDX vs JBND

YTD

Discipline FundsDDX

+6.1%

JBNDJ.P. Morgan

−0.2%

+6.1%Year to date−0.2%

−4.4%Worst drop · 1Y−4.7%

5.8%Volatility · 1Y4.0%

3.1%Yield4.6%

$77.4MAssets$9.5B

2–2level

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

Cost, Income and Risk

Fees: DDX, JBND

Today

0.25%lowest, JBND

FundExpense ratioFee$10k

JBND0.25%$25

DDX0.29%$29

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

Yields: DDX, JBND

4.60%highest, JBND

FundTrailing yieldYield$10k

JBND4.60%$460

DDX3.12%$312

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

Income After Fees on $10,000

$435most kept, JBND

JBND$460 − $25 = $435

DDX$312 − $29 = $283

KeptFee

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

Overlap: DDX, JBND

Today

[…]holdings […]

DDXJBND

DDX—[…]

JBND[…]—

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

Return vs Bumpiness: 2 ETFs

+7.5%DDX, at 5.8% volatility

JBNDWorst drop−4.7%4.0% vol

DDXWorst drop−4.4%5.8% vol

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

Paid More vs Made More

YTD

JBNDDDX

−0.2%Year to date+6.1%

4.6%Yield3.1%

+0.7%Past year+7.5%

0.25%Fee0.29%

2–2level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026