FIXD vs JBND

AFIXD

BJBND

Measures won1–4JBND wins · of 6 · 5Y

$10,000 · 5Y$9,628FIXD

Lowest cost0.25%JBND · $25 on $10k

Most income4.82%FIXD · $482 on $10k

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

Held in common[…]FIXD and JBND

FIXD

JBND

First Trust Smith Opportunistic Fixed Income ETF · $2.8BJPMorgan Active Bond ETF · $9.5B

+5.4%3 years · per year$11,721 · $12,085+6.5%

−0.8%5 years · per year$9,628 · […][…]

0.65%Expense ratio$65 · $25 on $10k · lower wins0.25%

4.82%12-mo yield$482 · $459 on $10k4.59%

−5.4%Worst dropSmaller wins−4.7%

4.4%VolatilityLower wins4.0%

1–4JBND wins

$10,000 · 5 yearsOne scale

Shared top holdingsFIXD · JBND

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	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.1%	−1.2%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B
2	BJBND	JPMorgan Active Bond ETFRead Desk		0.25%	4.59%	+0.1%	−0.1%	+0.5%	+6.5%	new	−4.7%	$9.5B

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	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.1%	−1.2%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B
2	BJBND	JPMorgan Active Bond ETFRead Desk		0.25%	4.59%	+0.1%	−0.1%	+0.5%	+6.5%	new	−4.7%	$9.5B

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

FIXD vs JBND

FIXD

First Trust Smith Opportunistic Fixed Income

$9,628

JBND

JPMorgan Active Bond

[…]

MeasureFIXDJBND

Fee0.65%0.25%

Cost on $10k a year$65$25

Yield4.82%4.59%

5 years, per year−0.8%[…]

3 years, per year+5.4%+6.5%

Worst drop · 1Y−5.4%−4.7%

Volatility · 1Y4.4%4.0%

4–1measures won
JBND 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: FIXD, JBND

Today

[…]holdings […]

FIXDJBND

FIXD—[…]

JBND[…]—

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

Income After Fees on $10,000

$434most kept, JBND

JBND$459 − $25 = $434

FIXD$482 − $65 = $417

KeptFee

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