Compare · 3 funds side by side · dividends reinvested

JCAL, PYLD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

JCAL, PYLD 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.3

PIMCO Multisector Bond Active Exchange-Traded FundBonds & Cash · Other bonds0.66%6.50%+1.0%+2.3%+8.5%[…]−3.2%3.7%$16.7B1.9

JPMorgan California Tax Free Bond ETFBonds & Cash · Other bonds0.44%1.43%[…][…][…][…][…][…]$512M2.5

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: JCAL 2016 · PYLD 2023 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan California Tax Free Bond ETF · $512M[…]

JCAL

PYLD

PIMCO Multisector Bond Active Exchange-Traded Fund · $16.7B[…]

$10,000 five years ago, dividends reinvested

JCALMeasurePYLD

[…]Year to dateJan 1 → Nov 6+1.0%

[…]1 yearTotal return+2.3%

[…]3 years · per year$10,000 became […] · $12,774+8.5%

[…]5 years · per year[…]

0.44%Expense ratio$44 · $66 a year on $10k · lower is better0.66%

1.43%Trailing 12-mo yield$143 · $650 a year on $10k6.50%

[…]Worst dropSmaller is better−3.2%

[…]VolatilityLower is calmer3.7%

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

1–1Level

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

More Ways to See the Pairs

JCAL vs PYLD: Top 5 Holdings

Today

JCAL

[…]in top 5

PYLD

in top 50.4%

JCALStockPYLD

not top 5MINT0.4%

Held in common[…]

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

JCAL vs PYLD Returns, Every Period

J.P. MorganJCAL

[…]

past year

PYLDPIMCO

+2.3%

past year

Returns […]

JCALPYLDFaded: behind in that period

0–0Level

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

JCAL vs PYLD

YTD

J.P. MorganJCAL

[…]

PYLDPIMCO

+1.0%

[…]Year to date+1.0%

[…]Worst drop · 1Y−3.2%

[…]Volatility · 1Y3.7%

1.4%Yield6.5%

$512MAssets$16.7B

1–0PYLD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JCAL, PYLD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

JCAL0.44%$44

PYLD0.66%$66

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

Yields: JCAL, PYLD, SGOV

6.50%highest, PYLD

FundTrailing yieldYield$10k

PYLD6.50%$650

SGOV3.63%$363

JCAL1.43%$143

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

Income After Fees on $10,000

$584most kept, PYLD

PYLD$650 − $66 = $584

SGOV$363 − $9 = $354

JCAL$143 − $44 = $99

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JCAL, PYLD, SGOV

Today

[…]holdings […]

JCALPYLDSGOV

JCAL—[…][…]

PYLD[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

PYLDWorst drop−3.2%3.7% vol

JCALWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PYLDSGOV

+1.0%Year to date+3.2%

6.5%Yield3.6%

+2.3%Past year+3.8%

0.66%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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