LMBS vs BND

ALMBS

BBND

Measures won5–1LMBS wins · of 6 · 5Y

$10,000 · 5Y$12,425PULS · LMBS $11,704

Lowest cost0.03%BND · $3 on $10k

Most income4.36%PULS · $436 on $10k

Smallest drop−0.1%PULS · worst fall in 1Y

Held in common[…]LMBS and BND

LMBS

BND

First Trust Low Duration Opportunities ETF · $6.6BVanguard Total Bond Market ETF · $161B

+6.1%3 years · per year$11,929 · $11,761+5.6%

+3.2%5 years · per year$11,704 · $9,983−0.0%

0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%

4.15%12-mo yield$415 · $412 on $10k4.12%

−2.0%Worst dropSmaller wins−4.5%

2.1%VolatilityLower wins4.0%

5–1LMBS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLMBS · BND

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

Held in common[…]

End-of-day Nov 5, 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	PULS	PGIM Ultra Short Bond ETFRead Desk	0.15%	4.36%	0.0%	+3.4%	+4.1%	+5.3%	+4.4%	−0.1%	$19.7B
2	ALMBS	First Trust Low Duration Opportunities ETFRead Desk	0.66%	4.15%	+0.1%	+1.6%	+2.4%	+6.1%	+3.2%	−2.0%	$6.6B
3	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B

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

All Three

5Y3 funds

#
1	PULS	PGIM Ultra Short Bond ETFRead Desk	0.15%	4.36%	0.0%	+3.4%	+4.1%	+5.3%	+4.4%	−0.1%	$19.7B
2	ALMBS	First Trust Low Duration Opportunities ETFRead Desk	0.66%	4.15%	+0.1%	+1.6%	+2.4%	+6.1%	+3.2%	−2.0%	$6.6B
3	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B

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

Cards for this view

LMBS vs BND

LMBS

First Trust Low Duration Opportunities

$11,704

BND

Vanguard Total Bond Market

$9,983

MeasureLMBSBND

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield4.15%4.12%

5 years, per year+3.2%−0.0%

3 years, per year+6.1%+5.6%

Worst drop · 1Y−2.0%−4.5%

Volatility · 1Y2.1%4.0%

5–1measures won
LMBS first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LMBS, PULS, BND

Today

0.0%most shared, LMBS and PULS

LMBSPULSBND

LMBS—0.0%[…]

PULS0.0%—[…]

BND[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$421most kept, PULS

PULS$436 − $15 = $421

BND$412 − $3 = $409

LMBS$415 − $66 = $349

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee