Compare · 2 funds side by side · dividends reinvested

UCON and JBND

UCONFirst Trust×JBNDJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,318UCON · best of the two

02 / 04

UCON and JBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.60%−0.2%+0.7%+6.5%[…]−4.7%4.0%$9.5B1.4

First Trust Smith Unconstrained Bond ETFBonds & Cash · Other bonds0.86%4.77%−0.5%+0.3%+5.6%+2.5%−3.6%3.3%$3.1B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: UCON 2018 · JBND 2023

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Smith Unconstrained Bond ETF · $3.1B$11,318

UCON

JBND

JPMorgan Active Bond ETF · $9.5B[…]

$10,000 five years ago, dividends reinvested

UCONMeasureJBND

−0.5%Year to dateJan 1 → Nov 4−0.2%

+0.3%1 yearTotal return+0.7%

+5.6%3 years · per year$10,000 became $11,782 · $12,065+6.5%

+2.5%5 years · per year$10,000 became $11,318 · […][…]

0.86%Expense ratio$86 · $25 a year on $10k · lower is better0.25%

4.77%Trailing 12-mo yield$477 · $460 a year on $10k4.60%

−3.6%Worst dropSmaller is better−4.7%

3.3%VolatilityLower is calmer4.0%

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

3–4JBND wins

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

More Ways to See the Pairs

UCON vs JBND: Top 5 Holdings

Today

UCON

0.3%in top 5

JBND

in top 5[…]

UCONStockJBND

0.2%XELLLnot top 5

0.1%JXN-PAnot top 5

Held in common[…]

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

UCON vs JBND Returns, Every Period

First TrustUCON

+0.3%

past year

JBNDJ.P. Morgan

+0.7%

past year

UCONJBNDFaded: behind in that period

0–3JBND wins

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

UCON vs JBND

YTD

First TrustUCON

−0.5%

JBNDJ.P. Morgan

−0.2%

−0.5%Year to date−0.2%

−3.6%Worst drop · 1Y−4.7%

3.3%Volatility · 1Y4.0%

4.8%Yield4.6%

$3.1BAssets$9.5B

3–1UCON wins

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

Cost, Income and Risk

Fees: UCON, JBND

Today

0.25%lowest, JBND

FundExpense ratioFee$10k

JBND0.25%$25

UCON0.86%$86

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

Yields: UCON, JBND

4.77%highest, UCON

FundTrailing yieldYield$10k

UCON4.77%$477

JBND4.60%$460

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

Income After Fees on $10,000

$435most kept, JBND

JBND$460 − $25 = $435

UCON$477 − $86 = $391

KeptFee

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

Overlap: UCON, JBND

Today

[…]holdings […]

UCONJBND

UCON—[…]

JBND[…]—

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

Return vs Bumpiness: 2 ETFs

+0.7%JBND, at 4.0% volatility

UCONWorst drop−3.6%3.3% 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

UCONJBND

−0.5%Year to date−0.2%

4.8%Yield4.6%

+0.3%Past year+0.7%

0.86%Fee0.25%

3–1JBND 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