DIAL vs BOND

ADIAL

BBOND

Measures won4–2DIAL wins · of 6 · 5Y

$10,000 · 5Y$10,204DIAL · BOND $10,157

Lowest cost0.29%DIAL · $29 on $10k

Most income5.30%BOND · $530 on $10k

Smallest drop−4.7%DIAL · worst fall in 1Y

Held in common[…]DIAL and BOND

DIAL

BOND

Columbia Diversified Fixed Income Allocation ETF · $419MPIMCO Active Bond Exchange-Traded Fund · $9.1B

+7.2%3 years · per year$12,317 · $12,156+6.7%

+0.4%5 years · per year$10,204 · $10,157+0.3%

0.29%Expense ratio$29 · $53 on $10k · lower wins0.53%

5.28%12-mo yield$528 · $530 on $10k5.30%

−4.7%Worst dropSmaller wins−5.5%

4.6%VolatilityLower wins4.5%

4–2DIAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIAL · BOND

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	ADIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.28%	−0.1%	−0.3%	+0.7%	+7.2%	+0.4%	−4.7%	$419M
2	BBOND	PIMCO Active Bond Exchange-Traded FundRead Desk		0.53%	5.30%	+0.3%	+0.2%	+0.6%	+6.7%	+0.3%	−5.5%	$9.1B

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	ADIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.28%	−0.1%	−0.3%	+0.7%	+7.2%	+0.4%	−4.7%	$419M
2	BBOND	PIMCO Active Bond Exchange-Traded FundRead Desk		0.53%	5.30%	+0.3%	+0.2%	+0.6%	+6.7%	+0.3%	−5.5%	$9.1B

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

DIAL vs BOND

DIAL

Columbia Diversified Fixed Income Allocation

$10,204

BOND

PIMCO Active Bond Exchange-Traded Fund

$10,157

MeasureDIALBOND

Fee0.29%0.53%

Cost on $10k a year$29$53

Yield5.28%5.30%

5 years, per year+0.4%+0.3%

3 years, per year+7.2%+6.7%

Worst drop · 1Y−4.7%−5.5%

Volatility · 1Y4.6%4.5%

4–1measures won
DIAL 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DIAL, BOND

Today

[…]holdings […]

DIALBOND

DIAL—[…]

BOND[…]—

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

Income After Fees on $10,000

$499most kept, DIAL

DIAL$528 − $29 = $499

BOND$530 − $53 = $477

KeptFee

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