JCAL vs PYLD

AJCAL

BPYLD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 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 · $512MPIMCO Multisector Bond Active Exchange-Traded Fund · $16.7B

[…]3 years · per year[…] · $12,774+8.5%

[…]5 years · per year[…]

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

1.43%12-mo yield$143 · $650 on $10k6.50%

[…]Worst dropSmaller wins−3.2%

[…]VolatilityLower wins3.7%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJCAL · PYLD

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AJCAL	JPMorgan California Tax Free Bond ETFRead Desk	0.44%	1.43%	+0.3%	new	new	new	new	[…]	$512M
3	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk	0.66%	6.50%	0.0%	+1.0%	+2.3%	+8.5%	new	−3.2%	$16.7B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AJCAL	JPMorgan California Tax Free Bond ETFRead Desk	0.44%	1.43%	+0.3%	new	new	new	new	[…]	$512M
3	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk	0.66%	6.50%	0.0%	+1.0%	+2.3%	+8.5%	new	−3.2%	$16.7B

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 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

Yield1.43%6.50%

5 years, per year[…][…]

3 years, per year[…]+8.5%

Worst drop · 1Y[…]−3.2%

Volatility · 1Y[…]3.7%

1–1measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: JCAL, PYLD, VOO

Today

0.0%most shared, PYLD and VOO

JCALPYLDVOO

JCAL—[…][…]

PYLD[…]—0.0%

VOO[…]0.0%—

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

Income After Fees on $10,000

$584most kept, PYLD

PYLD$650 − $66 = $584

VOO$110 − $3 = $107

JCAL$143 − $44 = $99

KeptFee

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