JBND vs FIXD

AJBND

BFIXD

Measures won4–1JBND wins · of 6 · 5Y

$10,000 · 5Y$9,614FIXD

Lowest cost0.25%JBND · $25 on $10k

Most income4.82%FIXD · $482 on $10k

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

Held in common[…]JBND and FIXD

JBND

FIXD

JPMorgan Active Bond ETF · $9.5BFirst Trust Smith Opportunistic Fixed Income ETF · $2.8B

+6.5%3 years · per year$12,065 · $11,700+5.4%

[…]5 years · per year[…] · $9,614−0.8%

0.25%Expense ratio$25 · $65 on $10k · lower wins0.65%

4.60%12-mo yield$460 · $482 on $10k4.82%

−4.7%Worst dropSmaller wins−5.4%

4.0%VolatilityLower wins4.4%

4–1JBND wins

$10,000 · 5 yearsOne scale

Shared top holdingsJBND · FIXD

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	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B
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	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B
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 FIXD

JBND

JPMorgan Active Bond

[…]

FIXD

First Trust Smith Opportunistic Fixed Income

$9,614

MeasureJBNDFIXD

Fee0.25%0.65%

Cost on $10k a year$25$65

Yield4.60%4.82%

5 years, per year[…]−0.8%

3 years, per year+6.5%+5.4%

Worst drop · 1Y−4.7%−5.4%

Volatility · 1Y4.0%4.4%

4–1measures won
JBND 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JBND, FIXD

Today

[…]holdings […]

JBNDFIXD

JBND—[…]

FIXD[…]—

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

FIXD$482 − $65 = $417

KeptFee

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