BYLD vs JBND

ABYLD

BJBND

Measures won3–2BYLD wins · of 6 · 5Y

$10,000 · 5Y$11,040BYLD

Lowest cost0.25%JBND · $25 on $10k

Most income5.40%BYLD · $540 on $10k

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

Held in common[…]BYLD and JBND

BYLD

JBND

iShares Yield Optimized Bond ETF · $422MJPMorgan Active Bond ETF · $9.6B

+6.9%3 years · per year$12,204 · $12,085+6.5%

+2.0%5 years · per year$11,040 · […][…]

0.41%Expense ratio$41 · $25 on $10k · lower wins0.25%

5.40%12-mo yield$540 · $459 on $10k4.59%

−3.9%Worst dropSmaller wins−4.7%

4.3%VolatilityLower wins4.0%

3–2BYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBYLD · JBND

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

Held in common[…]

End-of-day Nov 5, 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%	0.0%	+0.3%	+1.1%	+6.9%	+2.0%	−3.9%	$422M
2	BJBND	JPMorgan Active Bond ETFRead Desk		0.25%	4.59%	+0.1%	−0.1%	+0.5%	+6.5%	new	−4.7%	$9.6B

End-of-day Nov 5, 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%	0.0%	+0.3%	+1.1%	+6.9%	+2.0%	−3.9%	$422M
2	BJBND	JPMorgan Active Bond ETFRead Desk		0.25%	4.59%	+0.1%	−0.1%	+0.5%	+6.5%	new	−4.7%	$9.6B

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

Cards for this view

BYLD vs JBND

BYLD

iShares Yield Optimized Bond

$11,040

JBND

JPMorgan Active Bond

[…]

MeasureBYLDJBND

Fee0.41%0.25%

Cost on $10k a year$41$25

Yield5.40%4.59%

5 years, per year+2.0%[…]

3 years, per year+6.9%+6.5%

Worst drop · 1Y−3.9%−4.7%

Volatility · 1Y4.3%4.0%

3–2measures won
BYLD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BYLD, JBND

Today

[…]holdings […]

BYLDJBND

BYLD—[…]

JBND[…]—

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

Income After Fees on $10,000

$499most kept, BYLD

BYLD$540 − $41 = $499

JBND$459 − $25 = $434

KeptFee

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