FBND vs STOT

AFBND

BSTOT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,620STOT · FBND $10,297

Lowest cost0.36%FBND · $36 on $10k

Most income4.78%FBND · $478 on $10k

Smallest drop−1.0%STOT · worst fall in 1Y

Held in common[…]FBND and STOT

FBND

STOT

Fidelity Total Bond ETF · $28.4BState Street DoubleLine Short Duration Total Return Tactical ETF · $544M

+5.5%3 years · per year$11,751 · $11,536+4.9%

+0.6%5 years · per year$10,297 · $11,620+3.0%

0.36%Expense ratio$36 · $45 on $10k · lower wins0.45%

4.78%12-mo yield$478 · $445 on $10k4.45%

−4.7%Worst dropSmaller wins−1.0%

4.1%VolatilityLower wins1.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFBND · STOT

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

Both

5Y2 funds

#			Trend
1	BSTOT	State Street DoubleLine Short Duration Total Return Tactical ETFRead Desk		0.45%	4.45%	0.0%	+1.9%	+2.6%	+4.9%	+3.0%	−1.0%	$544M
2	AFBND	Fidelity Total Bond ETFRead Desk		0.36%	4.78%	+0.1%	0.0%	+0.2%	+5.5%	+0.6%	−4.7%	$28.4B

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

Both

5Y2 funds

#			Trend
1	BSTOT	State Street DoubleLine Short Duration Total Return Tactical ETFRead Desk		0.45%	4.45%	0.0%	+1.9%	+2.6%	+4.9%	+3.0%	−1.0%	$544M
2	AFBND	Fidelity Total Bond ETFRead Desk		0.36%	4.78%	+0.1%	0.0%	+0.2%	+5.5%	+0.6%	−4.7%	$28.4B

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

FBND vs STOT

FBND

Fidelity Total Bond

$10,297

STOT

DoubleLine Short Duration Total Return Tactical

$11,620

MeasureFBNDSTOT

Fee0.36%0.45%

Cost on $10k a year$36$45

Yield4.78%4.45%

5 years, per year+0.6%+3.0%

3 years, per year+5.5%+4.9%

Worst drop · 1Y−4.7%−1.0%

Volatility · 1Y4.1%1.2%

3–3measures won
level

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: FBND, STOT

Today

[…]holdings […]

FBNDSTOT

FBND—[…]

STOT[…]—

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

Income After Fees on $10,000

$442most kept, FBND

FBND$478 − $36 = $442

STOT$445 − $45 = $400

KeptFee

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