Compare · 2 funds side by side · dividends reinvested

NCPB and FBND

NCPBNuveen×FBNDFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,278FBND · best of the two

02 / 04

NCPB and FBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen Core Plus BondBonds & Cash · Core aggregate0.31%5.30%+0.1%+1.2%[…][…]−4.4%3.8%$56M1.0

Fidelity Total Bond ETFBonds & Cash · Core aggregate0.36%4.78%−0.1%+0.5%+5.8%+0.6%−4.7%4.1%$28.4B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: NCPB 2024 · FBND 2014

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen Core Plus Bond · $56M[…]

NCPB

FBND

Fidelity Total Bond ETF · $28.4B$10,278

$10,000 five years ago, dividends reinvested

NCPBMeasureFBND

+0.1%Year to dateJan 1 → Nov 6−0.1%

+1.2%1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $11,831+5.8%

[…]5 years · per year$10,000 became […] · $10,278+0.6%

0.31%Expense ratio$31 · $36 a year on $10k · lower is better0.36%

5.30%Trailing 12-mo yield$530 · $478 a year on $10k4.78%

−4.4%Worst dropSmaller is better−4.7%

3.8%VolatilityLower is calmer4.1%

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

6–0NCPB wins

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

More Ways to See the Pairs

NCPB vs FBND: Top 5 Holdings

Today

NCPB

[…]in top 5

FBND

in top 50.0%

NCPBStockFBND

not top 5NFEGP0.0%

not top 5METAM0.0%

Held in common[…]

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

NCPB vs FBND Returns, Every Period

NuveenNCPB

+1.2%

past year

FBNDFidelity

+0.5%

past year

NCPBFBNDFaded: behind in that period

2–0NCPB wins

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

NCPB vs FBND

YTD

NuveenNCPB

+0.1%

FBNDFidelity

−0.1%

+0.1%Year to date−0.1%

−4.4%Worst drop · 1Y−4.7%

3.8%Volatility · 1Y4.1%

5.3%Yield4.8%

$56.3MAssets$28.4B

4–0NCPB wins

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

Cost, Income and Risk

Fees: NCPB, FBND

Today

0.31%lowest, NCPB

FundExpense ratioFee$10k

NCPB0.31%$31

FBND0.36%$36

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

Yields: NCPB, FBND

5.30%highest, NCPB

FundTrailing yieldYield$10k

NCPB5.30%$530

FBND4.78%$478

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

Income After Fees on $10,000

$499most kept, NCPB

NCPB$530 − $31 = $499

FBND$478 − $36 = $442

KeptFee

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

Overlap: NCPB, FBND

Today

[…]holdings […]

NCPBFBND

NCPB—[…]

FBND[…]—

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

Return vs Bumpiness: 2 ETFs

+1.2%NCPB, at 3.8% volatility

NCPBWorst drop−4.4%3.8% vol

FBNDWorst drop−4.7%4.1% vol

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

Paid More vs Made More

YTD

NCPBFBND

+0.1%Year to date−0.1%

5.3%Yield4.8%

+1.2%Past year+0.5%

0.31%Fee0.36%

4–0NCPB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026