JCAL vs PYLD

AJCAL

BPYLD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.44%JCAL · $44 on $10k

Most income6.50%PYLD · $650 on $10k

Smallest drop−3.2%PYLD · worst fall in 1Y

Held in common[…]JCAL and PYLD

JCAL

PYLD

JPMorgan California Tax Free Bond ETF · $510MPIMCO Multisector Bond Active Exchange-Traded Fund · $16.7B

[…]3 years · per year[…] · $12,884+8.8%

[…]5 years · per year[…]

0.44%Expense ratio$44 · $66 on $10k · lower wins0.66%

1.44%12-mo yield$144 · $650 on $10k6.50%

[…]Worst dropSmaller wins−3.2%

[…]VolatilityLower wins3.7%

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsJCAL · PYLD

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							5Y/yr
1	AJCAL	JPMorgan California Tax Free Bond ETFRead Desk		0.44%	1.44%	+0.5%	new	new	new	new	[…]	$510M
2	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk		0.66%	6.50%	+0.5%	+1.0%	+2.2%	+8.8%	new	−3.2%	$16.7B

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							5Y/yr
1	AJCAL	JPMorgan California Tax Free Bond ETFRead Desk		0.44%	1.44%	+0.5%	new	new	new	new	[…]	$510M
2	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk		0.66%	6.50%	+0.5%	+1.0%	+2.2%	+8.8%	new	−3.2%	$16.7B

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

JCAL vs PYLD

JCAL

JPMorgan California Tax Free Bond

[…]

PYLD

PIMCO Multisector Bond Active Exchange-Traded Fund

[…]

MeasureJCALPYLD

Fee0.44%0.66%

Cost on $10k a year$44$66

Yield1.44%6.50%

5 years, per year[…][…]

3 years, per year[…]+8.8%

Worst drop · 1Y[…]−3.2%

Volatility · 1Y[…]3.7%

1–1measures won
level

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: JCAL, PYLD

Today

[…]holdings […]

JCALPYLD

JCAL—[…]

PYLD[…]—

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

Income After Fees on $10,000

$584most kept, PYLD

PYLD$650 − $66 = $584

JCAL$144 − $44 = $100

KeptFee

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