ISTB vs JBND

AISTB

BJBND

Measures won3–2ISTB wins · of 6 · 5Y

$10,000 · 5Y$11,090ISTB

Lowest cost0.06%ISTB · $6 on $10k

Most income4.60%JBND · $460 on $10k

Smallest drop−1.6%ISTB · worst fall in 1Y

Held in common[…]ISTB and JBND

ISTB

JBND

iShares Core 1-5 Year USD Bond ETF · $5.4BJPMorgan Active Bond ETF · $9.5B

+5.2%3 years · per year$11,634 · $12,065+6.5%

+2.1%5 years · per year$11,090 · […][…]

0.06%Expense ratio$6 · $25 on $10k · lower wins0.25%

4.36%12-mo yield$436 · $460 on $10k4.60%

−1.6%Worst dropSmaller wins−4.7%

1.9%VolatilityLower wins4.0%

3–2ISTB wins

$10,000 · 5 yearsOne scale

Shared top holdingsISTB · JBND

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

Held in common[…]

End-of-day Nov 4, 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	AISTB	iShares Core 1-5 Year USD Bond ETFRead Desk		0.06%	4.36%	+0.2%	+1.0%	+1.9%	+5.2%	+2.1%	−1.6%	$5.4B
2	BJBND	JPMorgan Active Bond ETFRead Desk		0.25%	4.60%	+0.4%	−0.2%	+0.7%	+6.5%	new	−4.7%	$9.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AISTB	iShares Core 1-5 Year USD Bond ETFRead Desk		0.06%	4.36%	+0.2%	+1.0%	+1.9%	+5.2%	+2.1%	−1.6%	$5.4B
2	BJBND	JPMorgan Active Bond ETFRead Desk		0.25%	4.60%	+0.4%	−0.2%	+0.7%	+6.5%	new	−4.7%	$9.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ISTB vs JBND

ISTB

iShares Core 1-5 Year USD Bond

$11,090

JBND

JPMorgan Active Bond

[…]

MeasureISTBJBND

Fee0.06%0.25%

Cost on $10k a year$6$25

Yield4.36%4.60%

5 years, per year+2.1%[…]

3 years, per year+5.2%+6.5%

Worst drop · 1Y−1.6%−4.7%

Volatility · 1Y1.9%4.0%

3–2measures won
ISTB first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ISTB, JBND

Today

[…]holdings […]

ISTBJBND

ISTB—[…]

JBND[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$435most kept, JBND

JBND$460 − $25 = $435

ISTB$436 − $6 = $430

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee