Compare · 2 funds side by side · dividends reinvested

PCFI and BND

PCFIPolen×BNDVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,983BND · best of the two

02 / 04

PCFI and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Polen Floating Rate Income ETFBonds & Cash · Other bonds0.59%9.69%+2.2%+1.5%[…][…]−2.8%5.4%$14M1.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B1.5

Rank among the two1st → 2ndFee, 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: PCFI 2025 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Polen Floating Rate Income ETF · $14M[…]

PCFI

BND

Vanguard Total Bond Market ETF · $161B$9,983

$10,000 five years ago, dividends reinvested

PCFIMeasureBND

+2.2%Year to dateJan 1 → Nov 5−0.1%

+1.5%1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,733+5.5%

[…]5 years · per year$10,000 became […] · $9,950−0.1%

0.59%Expense ratio$59 · $3 a year on $10k · lower is better0.03%

9.69%Trailing 12-mo yield$969 · $413 a year on $10k4.13%

−2.8%Worst dropSmaller is better−4.5%

5.4%VolatilityLower is calmer4.0%

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

4–2PCFI wins

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

More Ways to See the Pairs

PCFI vs BND: Top 5 Holdings

Today

PCFI

[…]in top 5

BND

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

PCFI vs BND Returns, Every Period

PolenPCFI

+1.5%

past year

BNDVanguard

+0.3%

past year

PCFIBNDFaded: behind in that period

2–0PCFI wins

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

PCFI vs BND

YTD

PolenPCFI

+2.2%

BNDVanguard

−0.1%

+2.2%Year to date−0.1%

−2.8%Worst drop · 1Y−4.5%

5.4%Volatility · 1Y4.0%

9.7%Yield4.1%

$13.9MAssets$161B

3–1PCFI wins

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

Cost, Income and Risk

Fees: PCFI, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

PCFI0.59%$59

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

Yields: PCFI, BND

9.69%highest, PCFI

FundTrailing yieldYield$10k

PCFI9.69%$969

BND4.13%$413

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

Income After Fees on $10,000

$910most kept, PCFI

PCFI$969 − $59 = $910

BND$413 − $3 = $410

KeptFee

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

Overlap: PCFI, BND

Today

[…]holdings […]

PCFIBND

PCFI—[…]

BND[…]—

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

Return vs Bumpiness: 2 ETFs

+1.5%PCFI, at 5.4% volatility

BNDWorst drop−4.5%4.0% vol

PCFIWorst drop−2.8%5.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PCFIBND

+2.2%Year to date−0.1%

9.7%Yield4.1%

+1.5%Past year+0.3%

0.59%Fee0.03%

3–1PCFI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND 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