HTAB vs CMDT

AHTAB

BCMDT

Measures won3–2HTAB wins · of 6 · 5Y

$10,000 · 5Y$10,326HTAB

Lowest cost0.39%HTAB · $39 on $10k

Most income12.63%CMDT · $1,263 on $10k

Smallest drop−6.4%HTAB · worst fall in 1Y

Held in common[…]HTAB and CMDT

HTAB

CMDT

Hartford Schroders Tax-Aware Bond ETF · $225MPIMCO Commodity & Bond Strategy Active ETF · $815M

+5.3%3 years · per year$11,683 · $14,327+12.7%

+0.6%5 years · per year$10,326 · […][…]

0.39%Expense ratio$39 · $97 on $10k · lower wins0.97%

3.89%12-mo yield$389 · $1,263 on $10k12.63%

−6.4%Worst dropSmaller wins−13.2%

4.2%VolatilityLower wins14.1%

3–2HTAB wins

$10,000 · 5 yearsOne scale

Shared top holdingsHTAB · CMDT

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	BCMDT	PIMCO Commodity & Bond Strategy Active ETFRead Desk		0.97%	12.63%	−0.4%	+22.7%	+24.0%	+12.7%	new	−13.2%	$815M

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	BCMDT	PIMCO Commodity & Bond Strategy Active ETFRead Desk		0.97%	12.63%	−0.4%	+22.7%	+24.0%	+12.7%	new	−13.2%	$815M

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 CMDT

HTAB

Hartford Schroders Tax-Aware Bond

$10,326

CMDT

PIMCO Commodity & Bond Strategy Active

[…]

MeasureHTABCMDT

Fee0.39%0.97%

Cost on $10k a year$39$97

Yield3.89%12.63%

5 years, per year+0.6%[…]

3 years, per year+5.3%+12.7%

Worst drop · 1Y−6.4%−13.2%

Volatility · 1Y4.2%14.1%

3–2measures won
HTAB first

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, CMDT

Today

[…]holdings […]

HTABCMDT

HTAB—[…]

CMDT[…]—

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

Income After Fees on $10,000

$1,166most kept, CMDT

CMDT$1,263 − $97 = $1,166

HTAB$389 − $39 = $350

KeptFee

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