BND vs GTO

ABND

BGTO

Measures won2–3GTO wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · PFXF $10,726

Lowest cost0.03%BND · $3 on $10k

Most income6.47%PFXF · $647 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]BND and GTO

BND

GTO

Vanguard Total Bond Market ETF · $161BInvesco Total Return Bond ETF · $2.6B

+5.0%3 years · per year$11,576 · $11,760+5.6%

−0.0%5 years · per year$9,985 · $9,911−0.2%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

4.12%12-mo yield$412 · $492 on $10k4.92%

−4.5%Worst dropSmaller wins−4.5%

4.0%VolatilityLower wins3.6%

2–3GTO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsBND · GTO

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	PFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.47%	+1.0%	−2.0%	+0.6%	+7.7%	+1.4%	−11.8%	$2.1B
3	ABND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	BGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	0.0%	−0.2%	+0.4%	+5.6%	−0.2%	−4.5%	$2.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	PFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.47%	+1.0%	−2.0%	+0.6%	+7.7%	+1.4%	−11.8%	$2.1B
3	ABND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	BGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	0.0%	−0.2%	+0.4%	+5.6%	−0.2%	−4.5%	$2.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BND vs GTO

BND

Vanguard Total Bond Market

$9,985

GTO

Invesco Total Return Bond

$9,911

MeasureBNDGTO

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield4.12%4.92%

5 years, per year−0.0%−0.2%

3 years, per year+5.0%+5.6%

Worst drop · 1Y−4.5%−4.5%

Volatility · 1Y4.0%3.6%

3–2measures won
GTO first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PFXF, GTO, SCHD, BND

Today

0.1%most shared, PFXF and GTO

PFXFGTOSCHDBND

PFXF—0.1%0.0%[…]

GTO0.1%—0.0%[…]

SCHD0.0%0.0%—[…]

BND[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

GTO$492 − $35 = $457

BND$412 − $3 = $409

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee