TPLS vs BND

ATPLS

BBND

Measures won1–2BND wins · of 6 · 5Y

$10,000 · 5Y$9,985BND · AGG $9,979

Lowest cost0.03%AGG · $3 on $10k

Most income5.22%CSSD · $522 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]TPLS and BND

TPLS

BND

Thornburg Core Plus Bond ETF · $20MVanguard Total Bond Market ETF · $161B

[…]3 years · per year[…] · $11,576+5.0%

[…]5 years · per year[…] · $9,985−0.0%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

4.92%12-mo yield$492 · $412 on $10k4.12%

−4.8%Worst dropSmaller wins−4.5%

4.0%VolatilityLower wins4.0%

1–2BND wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTPLS · BND

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M
4	ATPLS	Thornburg Core Plus Bond ETFRead Desk	0.45%	4.92%	0.0%	0.0%	+0.4%	new	new	−4.8%	$20M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M
4	ATPLS	Thornburg Core Plus Bond ETFRead Desk	0.45%	4.92%	0.0%	0.0%	+0.4%	new	new	−4.8%	$20M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TPLS vs BND

TPLS

Thornburg Core Plus Bond

[…]

BND

Vanguard Total Bond Market

$9,985

MeasureTPLSBND

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield4.92%4.12%

5 years, per year[…]−0.0%

3 years, per year[…]+5.0%

Worst drop · 1Y−4.8%−4.5%

Volatility · 1Y4.0%4.0%

2–1measures won
BND first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CSSD, TPLS, AGG, BND

Today

0.3%most shared, CSSD and TPLS

CSSDTPLSAGGBND

CSSD—0.3%[…][…]

TPLS0.3%—[…][…]

AGG[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

TPLS$492 − $45 = $447

AGG$412 − $3 = $409

BND$412 − $3 = $409

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee