BYLD vs BOND

ABYLD

BBOND

Measures won6–0BYLD wins · of 6 · 5Y

$10,000 · 5Y$11,017BYLD · BOND $10,134

Lowest cost0.41%BYLD · $41 on $10k

Most income5.40%BYLD · $540 on $10k

Smallest drop−3.9%BYLD · worst fall in 1Y

Held in common[…]BYLD and BOND

BYLD

BOND

iShares Yield Optimized Bond ETF · $422MPIMCO Active Bond Exchange-Traded Fund · $9.1B

+6.9%3 years · per year$12,203 · $12,120+6.6%

+2.0%5 years · per year$11,017 · $10,134+0.3%

0.41%Expense ratio$41 · $53 on $10k · lower wins0.53%

5.40%12-mo yield$540 · $531 on $10k5.31%

−3.9%Worst dropSmaller wins−5.5%

4.3%VolatilityLower wins4.5%

6–0BYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBYLD · BOND

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

Held in common[…]

End-of-day Nov 4, 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	ABYLD	iShares Yield Optimized Bond ETFRead Desk		0.41%	5.40%	+0.6%	+0.4%	+1.3%	+6.9%	+2.0%	−3.9%	$422M
2	BBOND	PIMCO Active Bond Exchange-Traded FundRead Desk		0.53%	5.31%	+0.5%	−0.1%	+0.5%	+6.6%	+0.3%	−5.5%	$9.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABYLD	iShares Yield Optimized Bond ETFRead Desk		0.41%	5.40%	+0.6%	+0.4%	+1.3%	+6.9%	+2.0%	−3.9%	$422M
2	BBOND	PIMCO Active Bond Exchange-Traded FundRead Desk		0.53%	5.31%	+0.5%	−0.1%	+0.5%	+6.6%	+0.3%	−5.5%	$9.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BYLD vs BOND

BYLD

iShares Yield Optimized Bond

$11,017

BOND

PIMCO Active Bond Exchange-Traded Fund

$10,134

MeasureBYLDBOND

Fee0.41%0.53%

Cost on $10k a year$41$53

Yield5.40%5.31%

5 years, per year+2.0%+0.3%

3 years, per year+6.9%+6.6%

Worst drop · 1Y−3.9%−5.5%

Volatility · 1Y4.3%4.5%

6–0measures won
BYLD first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: BYLD, BOND

Today

[…]holdings […]

BYLDBOND

BYLD—[…]

BOND[…]—

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

Income After Fees on $10,000

$499most kept, BYLD

BYLD$540 − $41 = $499

BOND$531 − $53 = $478

KeptFee

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