PCFI vs PYLD

APCFI

BPYLD

Measures won3–1PCFI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.59%PCFI · $59 on $10k

Most income9.68%PCFI · $968 on $10k

Smallest drop−2.8%PCFI · worst fall in 1Y

Held in common[…]PCFI and PYLD

PCFI

PYLD

Polen Floating Rate Income ETF · $14MPIMCO Multisector Bond Active Exchange-Traded Fund · $16.7B

[…]3 years · per year[…] · $12,877+8.8%

[…]5 years · per year[…]

0.59%Expense ratio$59 · $66 on $10k · lower wins0.66%

9.68%12-mo yield$968 · $650 on $10k6.50%

−2.8%Worst dropSmaller wins−3.2%

5.4%VolatilityLower wins3.7%

3–1PCFI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsPCFI · PYLD

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

Both

5Y2 funds

#			Trend							5Y/yr
1	APCFI	Polen Floating Rate Income ETFRead Desk		0.59%	9.68%	+0.1%	+2.3%	+1.8%	new	new	−2.8%	$14M
2	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk		0.66%	6.50%	0.0%	+1.0%	+2.2%	+8.8%	new	−3.2%	$16.7B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	APCFI	Polen Floating Rate Income ETFRead Desk		0.59%	9.68%	+0.1%	+2.3%	+1.8%	new	new	−2.8%	$14M
2	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk		0.66%	6.50%	0.0%	+1.0%	+2.2%	+8.8%	new	−3.2%	$16.7B

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

PCFI vs PYLD

PCFI

Polen Floating Rate Income

[…]

PYLD

PIMCO Multisector Bond Active Exchange-Traded Fund

[…]

MeasurePCFIPYLD

Fee0.59%0.66%

Cost on $10k a year$59$66

Yield9.68%6.50%

5 years, per year[…][…]

3 years, per year[…]+8.8%

Worst drop · 1Y−2.8%−3.2%

Volatility · 1Y5.4%3.7%

3–1measures won
PCFI first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PCFI, PYLD

Today

[…]holdings […]

PCFIPYLD

PCFI—[…]

PYLD[…]—

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

Income After Fees on $10,000

$909most kept, PCFI

PCFI$968 − $59 = $909

PYLD$650 − $66 = $584

KeptFee

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