FIXD vs BOND

AFIXD

BBOND

Measures won2–4BOND wins · of 6 · 5Y

$10,000 · 5Y$10,134BOND · FIXD $9,614

Lowest cost0.53%BOND · $53 on $10k

Most income5.31%BOND · $531 on $10k

Smallest drop−5.4%FIXD · worst fall in 1Y

Held in common0.0%FIXD and BOND

FIXD

BOND

First Trust Smith Opportunistic Fixed Income ETF · $2.8BPIMCO Active Bond Exchange-Traded Fund · $9.1B

+5.4%3 years · per year$11,700 · $12,120+6.6%

−0.8%5 years · per year$9,614 · $10,134+0.3%

0.65%Expense ratio$65 · $53 on $10k · lower wins0.53%

4.82%12-mo yield$482 · $531 on $10k5.31%

−5.4%Worst dropSmaller wins−5.5%

4.4%VolatilityLower wins4.5%

2–4BOND wins

$10,000 · 5 yearsOne scale

Shared top holdingsFIXD · BOND

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

Held in common0.0%

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	BBOND	PIMCO Active Bond Exchange-Traded FundRead Desk		0.53%	5.31%	+0.5%	−0.1%	+0.5%	+6.6%	+0.3%	−5.5%	$9.1B
2	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B

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	BBOND	PIMCO Active Bond Exchange-Traded FundRead Desk		0.53%	5.31%	+0.5%	−0.1%	+0.5%	+6.6%	+0.3%	−5.5%	$9.1B
2	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B

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

FIXD vs BOND

FIXD

First Trust Smith Opportunistic Fixed Income

$9,614

BOND

PIMCO Active Bond Exchange-Traded Fund

$10,134

MeasureFIXDBOND

Fee0.65%0.53%

Cost on $10k a year$65$53

Yield4.82%5.31%

5 years, per year−0.8%+0.3%

3 years, per year+5.4%+6.6%

Worst drop · 1Y−5.4%−5.5%

Volatility · 1Y4.4%4.5%

4–2measures won
BOND first

0.0%

holdings shared

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FIXD, BOND

Today

0.0%most shared, FIXD and BOND

FIXDBOND

FIXD—0.0%

BOND0.0%—

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

Income After Fees on $10,000

$478most kept, BOND

BOND$531 − $53 = $478

FIXD$482 − $65 = $417

KeptFee

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