JBND vs FIAX

AJBND

BFIAX

Measures won3–2JBND wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income8.15%FIAX · $815 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]JBND and FIAX

JBND

FIAX

JPMorgan Active Bond ETF · $9.6BNicholas Fixed Income Alternative ETF · $121M

+6.1%3 years · per year$11,931 · $11,265+4.1%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $97 on $10k · lower wins0.97%

4.59%12-mo yield$459 · $815 on $10k8.15%

−4.7%Worst dropSmaller wins−2.4%

3.9%VolatilityLower wins4.1%

3–2JBND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJBND · FIAX

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

Held in common[…]

End-of-day Nov 9, 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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	AJBND	JPMorgan Active Bond ETFRead Desk	0.25%	4.59%	0.0%	0.0%	+0.6%	+6.1%	new	−4.7%	$9.6B
3	BFIAX	Nicholas Fixed Income Alternative ETFRead Desk	0.97%	8.15%	+0.1%	+3.3%	+4.4%	+4.1%	new	−2.4%	$121M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	AJBND	JPMorgan Active Bond ETFRead Desk	0.25%	4.59%	0.0%	0.0%	+0.6%	+6.1%	new	−4.7%	$9.6B
3	BFIAX	Nicholas Fixed Income Alternative ETFRead Desk	0.97%	8.15%	+0.1%	+3.3%	+4.4%	+4.1%	new	−2.4%	$121M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JBND vs FIAX

JBND

JPMorgan Active Bond

[…]

FIAX

Nicholas Fixed Income Alternative

[…]

MeasureJBNDFIAX

Fee0.25%0.97%

Cost on $10k a year$25$97

Yield4.59%8.15%

5 years, per year[…][…]

3 years, per year+6.1%+4.1%

Worst drop · 1Y−4.7%−2.4%

Volatility · 1Y3.9%4.1%

3–2measures won
JBND first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: JBND, FIAX, SGOV

Today

[…]holdings […]

JBNDFIAXSGOV

JBND—[…][…]

FIAX[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$718most kept, FIAX

FIAX$815 − $97 = $718

JBND$459 − $25 = $434

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee