ILS vs BOND

AILS

BBOND

Measures won3–1ILS wins · of 6 · 5Y

$10,000 · 5Y$10,108BOND · AGG $9,930

Lowest cost0.03%AGG · $3 on $10k

Most income7.98%ILS · $798 on $10k

Smallest drop−1.8%ILS · worst fall in 1Y

Held in common[…]ILS and BOND

ILS

BOND

Brookmont Catastrophic Bond ETF · $126MPIMCO Active Bond Exchange-Traded Fund · $9.1B

[…]3 years · per year[…] · $12,042+6.4%

[…]5 years · per year[…] · $10,108+0.2%

2.65%Expense ratio$265 · $53 on $10k · lower wins0.53%

7.98%12-mo yield$798 · $534 on $10k5.34%

−1.8%Worst dropSmaller wins−5.5%

4.3%VolatilityLower wins4.5%

3–1ILS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILS · BOND

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

Held in common[…]

End-of-day Nov 3, 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	BBOND	PIMCO Active Bond Exchange-Traded FundRead Desk	0.53%	5.34%	−0.1%	−0.6%	−0.1%	+6.4%	+0.2%	−5.5%	$9.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	AILS	Brookmont Catastrophic Bond ETFRead Desk	2.65%	7.98%	+0.1%	+8.0%	+8.8%	new	new	−1.8%	$126M

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

All Three

5Y3 funds

#
1	BBOND	PIMCO Active Bond Exchange-Traded FundRead Desk	0.53%	5.34%	−0.1%	−0.6%	−0.1%	+6.4%	+0.2%	−5.5%	$9.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	AILS	Brookmont Catastrophic Bond ETFRead Desk	2.65%	7.98%	+0.1%	+8.0%	+8.8%	new	new	−1.8%	$126M

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

Cards for this view

ILS vs BOND

ILS

Brookmont Catastrophic Bond

[…]

BOND

PIMCO Active Bond Exchange-Traded Fund

$10,108

MeasureILSBOND

Fee2.65%0.53%

Cost on $10k a year$265$53

Yield7.98%5.34%

5 years, per year[…]+0.2%

3 years, per year[…]+6.4%

Worst drop · 1Y−1.8%−5.5%

Volatility · 1Y4.3%4.5%

3–1measures won
ILS first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ILS, BOND, AGG

Today

[…]holdings […]

ILSBONDAGG

ILS—[…][…]

BOND[…]—[…]

AGG[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$533most kept, ILS

ILS$798 − $265 = $533

BOND$534 − $53 = $481

AGG$415 − $3 = $412

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee