Compare · 2 funds side by side · dividends reinvested

PCFI and BOND

PCFIPolen×BONDPIMCO×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,108BOND · best of the two

02 / 04

PCFI and BOND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Polen Floating Rate Income ETFBonds & Cash · Other bonds0.59%9.72%+1.9%+1.0%[…][…]−2.8%5.4%$14M1.3

PIMCO Active Bond Exchange-Traded FundBonds & Cash · Other bonds0.53%5.34%−0.6%−0.1%+6.4%+0.2%−5.5%4.5%$9.1B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: PCFI 2025 · BOND 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

PCFI

BOND

PIMCO Active Bond Exchange-Traded Fund · $9.1B$10,108

$10,000 five years ago, dividends reinvested

PCFIMeasureBOND

+1.9%Year to dateJan 1 → Nov 3−0.6%

+1.0%1 yearTotal return−0.1%

[…]3 years · per year$10,000 became […] · $12,042+6.4%

[…]5 years · per year$10,000 became […] · $10,108+0.2%

0.59%Expense ratio$59 · $53 a year on $10k · lower is better0.53%

9.72%Trailing 12-mo yield$972 · $534 a year on $10k5.34%

−2.8%Worst dropSmaller is better−5.5%

5.4%VolatilityLower is calmer4.5%

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

4–2PCFI wins

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

More Ways to See the Pairs

PCFI vs BOND: Top 5 Holdings

Today

PCFI

[…]in top 5

BOND

in top 54.2%

PCFIStockBOND

not top 5PMBS3.8%

not top 5PRFD0.2%

not top 5LONZ0.2%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

PCFI vs BOND Returns, Every Period

PolenPCFI

+1.0%

past year

BONDPIMCO

−0.1%

past year

PCFIBONDFaded: behind in that period

2–0PCFI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PCFI vs BOND

YTD

PolenPCFI

+1.9%

BONDPIMCO

−0.6%

+1.9%Year to date−0.6%

−2.8%Worst drop · 1Y−5.5%

5.4%Volatility · 1Y4.5%

9.7%Yield5.3%

$13.9MAssets$9.1B

3–1PCFI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PCFI, BOND

Today

0.53%lowest, BOND

FundExpense ratioFee$10k

BOND0.53%$53

PCFI0.59%$59

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PCFI, BOND

9.72%highest, PCFI

FundTrailing yieldYield$10k

PCFI9.72%$972

BOND5.34%$534

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$913most kept, PCFI

PCFI$972 − $59 = $913

BOND$534 − $53 = $481

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PCFI, BOND

Today

[…]holdings […]

PCFIBOND

PCFI—[…]

BOND[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.0%PCFI, at 5.4% volatility

BONDWorst drop−5.5%4.5% vol

PCFIWorst drop−2.8%5.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PCFIBOND

+1.9%Year to date−0.6%

9.7%Yield5.3%

+1.0%Past year−0.1%

0.59%Fee0.53%

3–1PCFI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026