HTAB vs BOND

AHTAB

BBOND

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,326HTAB · BOND $10,143

Lowest cost0.39%HTAB · $39 on $10k

Most income5.30%BOND · $530 on $10k

Smallest drop−5.5%BOND · worst fall in 1Y

Held in common[…]HTAB and BOND

HTAB

BOND

Hartford Schroders Tax-Aware Bond ETF · $225MPIMCO Active Bond Exchange-Traded Fund · $9.2B

+5.3%3 years · per year$11,683 · $12,017+6.3%

+0.6%5 years · per year$10,326 · $10,143+0.3%

0.39%Expense ratio$39 · $53 on $10k · lower wins0.53%

3.89%12-mo yield$389 · $530 on $10k5.30%

−6.4%Worst dropSmaller wins−5.5%

4.2%VolatilityLower wins4.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHTAB · BOND

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	AHTAB	Hartford Schroders Tax-Aware Bond ETFRead Desk		0.39%	3.89%	+0.4%	+0.6%	+0.8%	+5.3%	+0.6%	−6.4%	$225M
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

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

Both

5Y2 funds

#			Trend
1	AHTAB	Hartford Schroders Tax-Aware Bond ETFRead Desk		0.39%	3.89%	+0.4%	+0.6%	+0.8%	+5.3%	+0.6%	−6.4%	$225M
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

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

HTAB vs BOND

HTAB

Hartford Schroders Tax-Aware Bond

$10,326

BOND

PIMCO Active Bond Exchange-Traded Fund

$10,143

MeasureHTABBOND

Fee0.39%0.53%

Cost on $10k a year$39$53

Yield3.89%5.30%

5 years, per year+0.6%+0.3%

3 years, per year+5.3%+6.3%

Worst drop · 1Y−6.4%−5.5%

Volatility · 1Y4.2%4.5%

3–3measures won
level

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HTAB, BOND

Today

[…]holdings […]

HTABBOND

HTAB—[…]

BOND[…]—

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

HTAB$389 − $39 = $350

KeptFee

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