Compare · 2 funds side by side · dividends reinvested

SJCP and FBND

SJCPSanJac Alpha×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

SJCP and FBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SanJac Alpha Core Plus Bond ETFBonds & Cash · Core aggregate0.65%3.88%+1.3%+1.8%[…][…]−2.0%2.3%$7M1.3

Fidelity Total Bond ETFBonds & Cash · Core aggregate0.36%4.78%−0.1%+0.5%+5.8%+0.6%−4.7%4.1%$28.4B1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

FBND

SJCP

SanJac Alpha Core Plus Bond ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FBNDMeasureSJCP

−0.1%Year to dateJan 1 → Nov 6+1.3%

+0.5%1 yearTotal return+1.8%

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

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

0.36%Expense ratio$36 · $65 a year on $10k · lower is better0.65%

4.78%Trailing 12-mo yield$478 · $388 a year on $10k3.88%

−4.7%Worst dropSmaller is better−2.0%

4.1%VolatilityLower is calmer2.3%

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

2–4SJCP wins

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

More Ways to See the Pairs

FBND vs SJCP: Top 5 Holdings

Today

FBND

0.0%in top 5

SJCP

in top 521.1%

FBNDStockSJCP

not top 5RITM-PD10.9%

not top 5PMTV3.3%

not top 5DX2.9%

not top 5PMT-PA2.0%

not top 5XELLL1.9%

0.0%NFEGPnot top 5

0.0%METAMnot top 5

Held in common0.0%

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

FBND vs SJCP Returns, Every Period

FidelityFBND

+0.5%

past year

SJCPSanJac Alpha

+1.8%

past year

FBNDSJCPFaded: behind in that period

0–2SJCP wins

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

FBND vs SJCP

YTD

FidelityFBND

−0.1%

SJCPSanJac Alpha

+1.3%

−0.1%Year to date+1.3%

−4.7%Worst drop · 1Y−2.0%

4.1%Volatility · 1Y2.3%

4.8%Yield3.9%

$28.4BAssets$7.4M

3–1SJCP wins

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

Cost, Income and Risk

Fees: SJCP, FBND

Today

0.36%lowest, FBND

FundExpense ratioFee$10k

FBND0.36%$36

SJCP0.65%$65

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

Yields: SJCP, FBND

4.78%highest, FBND

FundTrailing yieldYield$10k

FBND4.78%$478

SJCP3.88%$388

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

Income After Fees on $10,000

$442most kept, FBND

FBND$478 − $36 = $442

SJCP$388 − $65 = $323

KeptFee

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

Overlap: SJCP, FBND

Today

0.0%most shared, SJCP and FBND

SJCPFBND

SJCP—0.0%

FBND0.0%—

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

Return vs Bumpiness: 2 ETFs

+1.8%SJCP, at 2.3% volatility

SJCPWorst drop−2.0%2.3% 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

FBNDSJCP

−0.1%Year to date+1.3%

4.8%Yield3.9%

+0.5%Past year+1.8%

0.36%Fee0.65%

2–2level

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026