NEAR vs PSDM

ANEAR

BPSDM

Measures won4–1NEAR wins · of 6 · 5Y

$10,000 · 5Y$12,184NEAR · SGOV $12,090

Lowest cost0.09%SGOV · $9 on $10k

Most income4.51%NEAR · $451 on $10k

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

Held in common[…]NEAR and PSDM

NEAR

PSDM

iShares Short Duration Bond Active ETF · $5.2BPGIM Short Duration Multi-Secto · $278M

+5.1%3 years · per year$11,595 · $11,736+5.5%

+4.0%5 years · per year$12,184 · […][…]

0.25%Expense ratio$25 · $40 on $10k · lower wins0.40%

4.51%12-mo yield$451 · $445 on $10k4.45%

−1.1%Worst dropSmaller wins−1.2%

1.4%VolatilityLower wins1.7%

4–1NEAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNEAR · PSDM

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	ANEAR	iShares Short Duration Bond Active ETFRead Desk	0.25%	4.51%	0.0%	+1.6%	+2.5%	+5.1%	+4.0%	−1.1%	$5.2B
2	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
3	BPSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.45%	0.0%	+1.5%	+2.4%	+5.5%	new	−1.2%	$278M

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	ANEAR	iShares Short Duration Bond Active ETFRead Desk	0.25%	4.51%	0.0%	+1.6%	+2.5%	+5.1%	+4.0%	−1.1%	$5.2B
2	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
3	BPSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.45%	0.0%	+1.5%	+2.4%	+5.5%	new	−1.2%	$278M

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

NEAR vs PSDM

NEAR

iShares Short Duration Bond Active

$12,184

PSDM

PGIM Short Duration Multi-Secto

[…]

MeasureNEARPSDM

Fee0.25%0.40%

Cost on $10k a year$25$40

Yield4.51%4.45%

5 years, per year+4.0%[…]

3 years, per year+5.1%+5.5%

Worst drop · 1Y−1.1%−1.2%

Volatility · 1Y1.4%1.7%

4–1measures won
NEAR 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: NEAR, PSDM, SGOV

Today

[…]holdings […]

NEARPSDMSGOV

NEAR—[…][…]

PSDM[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$426most kept, NEAR

NEAR$451 − $25 = $426

PSDM$445 − $40 = $405

SGOV$363 − $9 = $354

KeptFee

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