JCAL vs JBND

AJCAL

BJBND

Measures won0–2JBND wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income4.59%JBND · $459 on $10k

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

Held in common[…]JCAL and JBND

JCAL

JBND

JPMorgan California Tax Free Bond ETF · $515MJPMorgan Active Bond ETF · $9.6B

[…]3 years · per year[…] · $12,008+6.3%

[…]5 years · per year[…]

0.44%Expense ratio$44 · $25 on $10k · lower wins0.25%

1.43%12-mo yield$143 · $459 on $10k4.59%

[…]Worst dropSmaller wins−4.7%

[…]VolatilityLower wins3.9%

0–2JBND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJCAL · JBND

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

Held in common[…]

End-of-day Nov 6, 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	AJCAL	JPMorgan California Tax Free Bond ETFRead Desk	0.44%	1.43%	+0.3%	new	new	new	new	[…]	$515M
3	BJBND	JPMorgan Active Bond ETFRead Desk	0.25%	4.59%	+0.1%	0.0%	+1.0%	+6.3%	new	−4.7%	$9.6B

End-of-day Nov 6, 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	AJCAL	JPMorgan California Tax Free Bond ETFRead Desk	0.44%	1.43%	+0.3%	new	new	new	new	[…]	$515M
3	BJBND	JPMorgan Active Bond ETFRead Desk	0.25%	4.59%	+0.1%	0.0%	+1.0%	+6.3%	new	−4.7%	$9.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JCAL vs JBND

JCAL

JPMorgan California Tax Free Bond

[…]

JBND

JPMorgan Active Bond

[…]

MeasureJCALJBND

Fee0.44%0.25%

Cost on $10k a year$44$25

Yield1.43%4.59%

5 years, per year[…][…]

3 years, per year[…]+6.3%

Worst drop · 1Y[…]−4.7%

Volatility · 1Y[…]3.9%

2–0measures won
JBND first

Nov 6, 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$48.3B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: JCAL, JBND, SGOV

Today

[…]holdings […]

JCALJBNDSGOV

JCAL—[…][…]

JBND[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$434most kept, JBND

JBND$459 − $25 = $434

SGOV$363 − $9 = $354

JCAL$143 − $44 = $99

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee