BOND vs PCFI

ABOND

BPCFI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,108BOND

Lowest cost0.53%BOND · $53 on $10k

Most income9.72%PCFI · $972 on $10k

Smallest drop−2.8%PCFI · worst fall in 1Y

Held in common[…]BOND and PCFI

BOND

PCFI

PIMCO Active Bond Exchange-Traded Fund · $9.1BPolen Floating Rate Income ETF · $14M

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

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

0.53%Expense ratio$53 · $59 on $10k · lower wins0.59%

5.34%12-mo yield$534 · $972 on $10k9.72%

−5.5%Worst dropSmaller wins−2.8%

4.5%VolatilityLower wins5.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBOND · PCFI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ABOND	PIMCO Active Bond Exchange-Traded FundRead Desk		0.53%	5.34%	−0.1%	−0.6%	−0.1%	+6.4%	+0.2%	−5.5%	$9.1B
2	BPCFI	Polen Floating Rate Income ETFRead Desk		0.59%	9.72%	+0.3%	+1.9%	+1.0%	new	new	−2.8%	$14M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABOND	PIMCO Active Bond Exchange-Traded FundRead Desk		0.53%	5.34%	−0.1%	−0.6%	−0.1%	+6.4%	+0.2%	−5.5%	$9.1B
2	BPCFI	Polen Floating Rate Income ETFRead Desk		0.59%	9.72%	+0.3%	+1.9%	+1.0%	new	new	−2.8%	$14M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BOND vs PCFI

BOND

PIMCO Active Bond Exchange-Traded Fund

$10,108

PCFI

Polen Floating Rate Income

[…]

MeasureBONDPCFI

Fee0.53%0.59%

Cost on $10k a year$53$59

Yield5.34%9.72%

5 years, per year+0.2%[…]

3 years, per year+6.4%[…]

Worst drop · 1Y−5.5%−2.8%

Volatility · 1Y4.5%5.4%

2–2measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: BOND, PCFI

Today

[…]holdings […]

BONDPCFI

BOND—[…]

PCFI[…]—

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

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