DIAL vs PYLD

ADIAL

BPYLD

Measures won1–4PYLD wins · of 6 · 5Y

$10,000 · 5Y$10,221DIAL

Lowest cost0.29%DIAL · $29 on $10k

Most income6.50%PYLD · $650 on $10k

Smallest drop−3.2%PYLD · worst fall in 1Y

Held in common[…]DIAL and PYLD

DIAL

PYLD

Columbia Diversified Fixed Income Allocation ETF · $419MPIMCO Multisector Bond Active Exchange-Traded Fund · $16.7B

+7.3%3 years · per year$12,366 · $12,884+8.8%

+0.4%5 years · per year$10,221 · […][…]

0.29%Expense ratio$29 · $66 on $10k · lower wins0.66%

5.27%12-mo yield$527 · $650 on $10k6.50%

−4.7%Worst dropSmaller wins−3.2%

4.6%VolatilityLower wins3.7%

1–4PYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIAL · PYLD

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	ADIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.27%	+0.7%	−0.2%	+0.8%	+7.3%	+0.4%	−4.7%	$419M
2	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk		0.66%	6.50%	+0.5%	+1.0%	+2.2%	+8.8%	new	−3.2%	$16.7B

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	ADIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.27%	+0.7%	−0.2%	+0.8%	+7.3%	+0.4%	−4.7%	$419M
2	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk		0.66%	6.50%	+0.5%	+1.0%	+2.2%	+8.8%	new	−3.2%	$16.7B

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

DIAL vs PYLD

DIAL

Columbia Diversified Fixed Income Allocation

$10,221

PYLD

PIMCO Multisector Bond Active Exchange-Traded Fund

[…]

MeasureDIALPYLD

Fee0.29%0.66%

Cost on $10k a year$29$66

Yield5.27%6.50%

5 years, per year+0.4%[…]

3 years, per year+7.3%+8.8%

Worst drop · 1Y−4.7%−3.2%

Volatility · 1Y4.6%3.7%

4–1measures won
PYLD 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: DIAL, PYLD

Today

[…]holdings […]

DIALPYLD

DIAL—[…]

PYLD[…]—

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

Income After Fees on $10,000

$584most kept, PYLD

PYLD$650 − $66 = $584

DIAL$527 − $29 = $498

KeptFee

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