Compare · 2 funds side by side · dividends reinvested

WMSB and BOND

WMSBWeitz×BONDPIMCO×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,157BOND · best of the two

02 / 04

WMSB and BOND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO Active Bond Exchange-Traded FundBonds & Cash · Other bonds0.53%5.31%−0.1%+0.5%+6.6%+0.3%−5.5%4.5%$9.1B1.4

Northern Lights Fund Trust II - Weitz Multisector Bond ETFBonds & Cash · Other bonds0.65%5.05%+1.6%[…][…][…]−2.8%2.9%$27M1.4

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: WMSB 2025 · BOND 2012

Head to Head

Swap sides Versus in desk

Head to Head

Northern Lights Fund Trust II - Weitz Multisector Bond ETF · $27M[…]

WMSB

BOND

PIMCO Active Bond Exchange-Traded Fund · $9.1B$10,157

$10,000 five years ago, dividends reinvested

WMSBMeasureBOND

+1.6%Year to dateJan 1 → Nov 5−0.1%

[…]1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $12,120+6.6%

[…]5 years · per year$10,000 became […] · $10,134+0.3%

0.65%Expense ratio$65 · $53 a year on $10k · lower is better0.53%

5.05%Trailing 12-mo yield$505 · $531 a year on $10k5.31%

−2.8%Worst dropSmaller is better−5.5%

2.9%VolatilityLower is calmer4.5%

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

3–2WMSB wins

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

More Ways to See the Pairs

WMSB vs BOND: Top 5 Holdings

Today

WMSB

[…]in top 5

BOND

in top 54.2%

WMSBStockBOND

not top 5PMBS3.8%

not top 5PRFD0.2%

not top 5LONZ0.2%

Held in common[…]

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

WMSB vs BOND Returns, Every Period

WeitzWMSB

[…]

past year

BONDPIMCO

+0.5%

past year

WMSBBONDFaded: behind in that period

1–0WMSB wins

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

WMSB vs BOND

YTD

WeitzWMSB

+1.6%

BONDPIMCO

−0.1%

+1.6%Year to date−0.1%

−2.8%Worst drop · 1Y−5.5%

2.9%Volatility · 1Y4.5%

5.1%Yield5.3%

$26.9MAssets$9.1B

3–1WMSB wins

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

Cost, Income and Risk

Fees: WMSB, BOND

Today

0.53%lowest, BOND

FundExpense ratioFee$10k

BOND0.53%$53

WMSB0.65%$65

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

Yields: WMSB, BOND

5.31%highest, BOND

FundTrailing yieldYield$10k

BOND5.31%$531

WMSB5.05%$505

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

Income After Fees on $10,000

$478most kept, BOND

BOND$531 − $53 = $478

WMSB$505 − $65 = $440

KeptFee

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

Overlap: WMSB, BOND

Today

[…]holdings […]

WMSBBOND

WMSB—[…]

BOND[…]—

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

Return vs Bumpiness: 2 ETFs

+0.5%BOND, at 4.5% volatility

WMSBWorst drop−2.8%2.9% vol

BONDWorst drop−5.5%4.5% vol

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

Paid More vs Made More

YTD

BONDWMSB

−0.1%Year to date+1.6%

5.3%Yield5.1%

+0.5%Past year[…]

0.53%Fee0.65%

2–1BOND wins

End-of-day Nov 5, 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 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

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 5, 2026