JBND vs BYLD

AJBND

BBYLD

Measures won2–3BYLD wins · of 6 · 5Y

$10,000 · 5Y$11,017BYLD

Lowest cost0.25%JBND · $25 on $10k

Most income5.40%BYLD · $540 on $10k

Smallest drop−3.9%BYLD · worst fall in 1Y

Held in common[…]JBND and BYLD

JBND

BYLD

JPMorgan Active Bond ETF · $9.5BiShares Yield Optimized Bond ETF · $422M

+6.5%3 years · per year$12,065 · $12,203+6.9%

[…]5 years · per year[…] · $11,017+2.0%

0.25%Expense ratio$25 · $41 on $10k · lower wins0.41%

4.60%12-mo yield$460 · $540 on $10k5.40%

−4.7%Worst dropSmaller wins−3.9%

4.0%VolatilityLower wins4.3%

2–3BYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJBND · BYLD

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	BBYLD	iShares Yield Optimized Bond ETFRead Desk		0.41%	5.40%	+0.6%	+0.4%	+1.3%	+6.9%	+2.0%	−3.9%	$422M
2	AJBND	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	BBYLD	iShares Yield Optimized Bond ETFRead Desk		0.41%	5.40%	+0.6%	+0.4%	+1.3%	+6.9%	+2.0%	−3.9%	$422M
2	AJBND	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

JBND vs BYLD

JBND

JPMorgan Active Bond

[…]

BYLD

iShares Yield Optimized Bond

$11,017

MeasureJBNDBYLD

Fee0.25%0.41%

Cost on $10k a year$25$41

Yield4.60%5.40%

5 years, per year[…]+2.0%

3 years, per year+6.5%+6.9%

Worst drop · 1Y−4.7%−3.9%

Volatility · 1Y4.0%4.3%

3–2measures won
BYLD 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: JBND, BYLD

Today

[…]holdings […]

JBNDBYLD

JBND—[…]

BYLD[…]—

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

Income After Fees on $10,000

$499most kept, BYLD

BYLD$540 − $41 = $499

JBND$460 − $25 = $435

KeptFee

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