Compare · 3 funds side by side · dividends reinvested

JBND, FIXD and SGOV

JBNDJ.P. Morgan×FIXDFirst Trust×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

JBND, FIXD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.5

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.60%−0.2%+0.7%+6.5%[…]−4.7%4.0%$9.5B1.9

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.82%−1.3%−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: JBND 2023 · FIXD 2017 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Bond ETF · $9.5B[…]

JBND

FIXD

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,628

$10,000 five years ago, dividends reinvested

JBNDMeasureFIXD

−0.2%Year to dateJan 1 → Nov 5−1.3%

+0.7%1 yearTotal return−0.8%

+6.5%3 years · per year$10,000 became $12,065 · $11,700+5.4%

[…]5 years · per year$10,000 became […] · $9,614−0.8%

0.25%Expense ratio$25 · $65 a year on $10k · lower is better0.65%

4.60%Trailing 12-mo yield$460 · $482 a year on $10k4.82%

−4.7%Worst dropSmaller is better−5.4%

4.0%VolatilityLower is calmer4.4%

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

6–1JBND wins

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

More Ways to See the Pairs

JBND vs FIXD: Top 5 Holdings

Today

JBND

[…]in top 5

FIXD

in top 50.3%

JBNDStockFIXD

not top 5XELLL0.2%

not top 5JXN-PA0.1%

Held in common[…]

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

JBND vs FIXD Returns, Every Period

J.P. MorganJBND

+0.7%

past year

FIXDFirst Trust

−0.8%

past year

JBNDFIXDFaded: behind in that period

3–0JBND wins

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

JBND vs FIXD

YTD

J.P. MorganJBND

−0.2%

FIXDFirst Trust

−1.3%

−0.2%Year to date−1.3%

−4.7%Worst drop · 1Y−5.4%

4.0%Volatility · 1Y4.4%

4.6%Yield4.8%

$9.5BAssets$2.8B

3–1JBND wins

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

Cost, Income and Risk

Fees: JBND, FIXD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

JBND0.25%$25

FIXD0.65%$65

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

Yields: JBND, FIXD, SGOV

4.82%highest, FIXD

FundTrailing yieldYield$10k

FIXD4.82%$482

JBND4.60%$460

SGOV3.63%$363

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

Income After Fees on $10,000

$435most kept, JBND

JBND$460 − $25 = $435

FIXD$482 − $65 = $417

SGOV$363 − $9 = $354

KeptFee

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

Overlap: JBND, FIXD, SGOV

Today

[…]holdings […]

JBNDFIXDSGOV

JBND—[…][…]

FIXD[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

JBNDWorst drop−4.7%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

FIXDSGOV

−1.3%Year to date+3.1%

4.8%Yield3.6%

−0.8%Past year+3.7%

0.65%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

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 5, 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 5, 2026