FIXD vs BOND

AFIXD

BBOND

Measures won2–4BOND wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · BOND $10,143

Lowest cost0.09%SGOV · $9 on $10k

Most income5.30%BOND · $530 on $10k

Smallest drop0.0%SGOV · 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 · $9.2B

+5.1%3 years · per year$11,606 · $12,017+6.3%

−0.8%5 years · per year$9,630 · $10,143+0.3%

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

4.82%12-mo yield$482 · $530 on $10k5.30%

−5.4%Worst dropSmaller wins−5.5%

4.4%VolatilityLower wins4.5%

2–4BOND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFIXD · BOND

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	BBOND	PIMCO Active Bond Exchange-Traded FundRead Desk	0.53%	5.30%	−0.1%	0.0%	+0.8%	+6.3%	+0.3%	−5.5%	$9.2B
3	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.82%	0.0%	−1.2%	−0.6%	+5.1%	−0.8%	−5.4%	$2.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	BBOND	PIMCO Active Bond Exchange-Traded FundRead Desk	0.53%	5.30%	−0.1%	0.0%	+0.8%	+6.3%	+0.3%	−5.5%	$9.2B
3	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.82%	0.0%	−1.2%	−0.6%	+5.1%	−0.8%	−5.4%	$2.8B

End-of-day Nov 6, 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

$9,630

BOND

PIMCO Active Bond Exchange-Traded Fund

$10,143

MeasureFIXDBOND

Fee0.65%0.53%

Cost on $10k a year$65$53

Yield4.82%5.30%

5 years, per year−0.8%+0.3%

3 years, per year+5.1%+6.3%

Worst drop · 1Y−5.4%−5.5%

Volatility · 1Y4.4%4.5%

4–2measures won
BOND first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FIXD, BOND, SGOV

Today

0.0%most shared, FIXD and BOND

FIXDBONDSGOV

FIXD—0.0%[…]

BOND0.0%—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$477most kept, BOND

BOND$530 − $53 = $477

FIXD$482 − $65 = $417

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee