JBND vs DIAL

AJBND

BDIAL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,204DIAL

Lowest cost0.25%JBND · $25 on $10k

Most income5.28%DIAL · $528 on $10k

Smallest drop−4.7%DIAL · worst fall in 1Y

Held in common[…]JBND and DIAL

JBND

DIAL

JPMorgan Active Bond ETF · $9.5BColumbia Diversified Fixed Income Allocation ETF · $419M

+6.5%3 years · per year$12,085 · $12,317+7.2%

[…]5 years · per year[…] · $10,204+0.4%

0.25%Expense ratio$25 · $29 on $10k · lower wins0.29%

4.59%12-mo yield$459 · $528 on $10k5.28%

−4.7%Worst dropSmaller wins−4.7%

4.0%VolatilityLower wins4.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsJBND · DIAL

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

Held in common[…]

End-of-day Nov 5, 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	BDIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.28%	−0.1%	−0.3%	+0.7%	+7.2%	+0.4%	−4.7%	$419M
2	AJBND	JPMorgan Active Bond ETFRead Desk		0.25%	4.59%	+0.1%	−0.1%	+0.5%	+6.5%	new	−4.7%	$9.5B

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

Both

5Y2 funds

#			Trend
1	BDIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk		0.29%	5.28%	−0.1%	−0.3%	+0.7%	+7.2%	+0.4%	−4.7%	$419M
2	AJBND	JPMorgan Active Bond ETFRead Desk		0.25%	4.59%	+0.1%	−0.1%	+0.5%	+6.5%	new	−4.7%	$9.5B

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

Cards for this view

JBND vs DIAL

JBND

JPMorgan Active Bond

[…]

DIAL

Columbia Diversified Fixed Income Allocation

$10,204

MeasureJBNDDIAL

Fee0.25%0.29%

Cost on $10k a year$25$29

Yield4.59%5.28%

5 years, per year[…]+0.4%

3 years, per year+6.5%+7.2%

Worst drop · 1Y−4.7%−4.7%

Volatility · 1Y4.0%4.6%

2–2measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JBND, DIAL

Today

[…]holdings […]

JBNDDIAL

JBND—[…]

DIAL[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$499most kept, DIAL

DIAL$528 − $29 = $499

JBND$459 − $25 = $434

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee