Compare · 2 funds side by side · dividends reinvested

OBND and JBND

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,110OBND · best of the two

02 / 04

OBND and JBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Loomis Sayles Opportunistic Bond ETFBonds & Cash · Other bonds0.55%6.70%+1.1%+1.8%+7.2%+2.1%−2.9%3.7%$31M1.1

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

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: OBND 2021 · JBND 2023

Head to Head

Swap sides Versus in desk

Head to Head

State Street Loomis Sayles Opportunistic Bond ETF · $31M$11,110

OBND

JBND

JPMorgan Active Bond ETF · $9.5B[…]

$10,000 five years ago, dividends reinvested

OBNDMeasureJBND

+1.1%Year to dateJan 1 → Nov 4−0.2%

+1.8%1 yearTotal return+0.7%

+7.2%3 years · per year$10,000 became $12,324 · $12,065+6.5%

+2.1%5 years · per year$10,000 became $11,110 · […][…]

0.55%Expense ratio$55 · $25 a year on $10k · lower is better0.25%

6.70%Trailing 12-mo yield$670 · $460 a year on $10k4.60%

−2.9%Worst dropSmaller is better−4.7%

3.7%VolatilityLower is calmer4.0%

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

6–1OBND wins

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

More Ways to See the Pairs

OBND vs JBND: Top 5 Holdings

Today

OBND

5.6%in top 5

JBND

in top 5[…]

OBNDStockJBND

3.9%SRLNnot top 5

1.4%JFRnot top 5

0.1%EQH-PCnot top 5

0.1%EQH-PAnot top 5

0.1%GOOGMnot top 5

Held in common[…]

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

OBND vs JBND Returns, Every Period

SPDROBND

+1.8%

past year

JBNDJ.P. Morgan

+0.7%

past year

OBNDJBNDFaded: behind in that period

3–0OBND wins

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

OBND vs JBND

YTD

SPDROBND

+1.1%

JBNDJ.P. Morgan

−0.2%

+1.1%Year to date−0.2%

−2.9%Worst drop · 1Y−4.7%

3.7%Volatility · 1Y4.0%

6.7%Yield4.6%

$31.0MAssets$9.5B

4–0OBND wins

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

Cost, Income and Risk

Fees: OBND, JBND

Today

0.25%lowest, JBND

FundExpense ratioFee$10k

JBND0.25%$25

OBND0.55%$55

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

Yields: OBND, JBND

6.70%highest, OBND

FundTrailing yieldYield$10k

OBND6.70%$670

JBND4.60%$460

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

Income After Fees on $10,000

$615most kept, OBND

OBND$670 − $55 = $615

JBND$460 − $25 = $435

KeptFee

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

Overlap: OBND, JBND

Today

[…]holdings […]

OBNDJBND

OBND—[…]

JBND[…]—

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

Return vs Bumpiness: 2 ETFs

+1.8%OBND, at 3.7% volatility

OBNDWorst drop−2.9%3.7% vol

JBNDWorst drop−4.7%4.0% vol

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

Paid More vs Made More

YTD

OBNDJBND

+1.1%Year to date−0.2%

6.7%Yield4.6%

+1.8%Past year+0.7%

0.55%Fee0.25%

3–1OBND wins

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