PSDM vs NEAR

APSDM

BNEAR

Measures won1–4NEAR wins · of 6 · 5Y

$10,000 · 5Y$12,182NEAR · SGOV $12,091

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[…]PSDM and NEAR

PSDM

NEAR

PGIM Short Duration Multi-Secto · $278MiShares Short Duration Bond Active ETF · $5.3B

+5.4%3 years · per year$11,712 · $11,582+5.0%

[…]5 years · per year[…] · $12,183+4.0%

0.40%Expense ratio$40 · $25 on $10k · lower wins0.25%

4.45%12-mo yield$445 · $451 on $10k4.51%

−1.2%Worst dropSmaller wins−1.1%

1.7%VolatilityLower wins1.4%

1–4NEAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPSDM · NEAR

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 Three

5Y3 funds

#
1	BNEAR	iShares Short Duration Bond Active ETFRead Desk	0.25%	4.51%	0.0%	+1.5%	+2.4%	+5.0%	+4.0%	−1.1%	$5.3B
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%	$116.4B
3	APSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.45%	0.0%	+1.5%	+2.2%	+5.4%	new	−1.2%	$278M

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

All Three

5Y3 funds

#
1	BNEAR	iShares Short Duration Bond Active ETFRead Desk	0.25%	4.51%	0.0%	+1.5%	+2.4%	+5.0%	+4.0%	−1.1%	$5.3B
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%	$116.4B
3	APSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.45%	0.0%	+1.5%	+2.2%	+5.4%	new	−1.2%	$278M

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

PSDM vs NEAR

PSDM

PGIM Short Duration Multi-Secto

[…]

NEAR

iShares Short Duration Bond Active

$12,183

MeasurePSDMNEAR

Fee0.40%0.25%

Cost on $10k a year$40$25

Yield4.45%4.51%

5 years, per year[…]+4.0%

3 years, per year+5.4%+5.0%

Worst drop · 1Y−1.2%−1.1%

Volatility · 1Y1.7%1.4%

4–1measures won
NEAR first

Nov 9, 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%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

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

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: PSDM, NEAR, SGOV

Today

[…]holdings […]

PSDMNEARSGOV

PSDM—[…][…]

NEAR[…]—[…]

SGOV[…][…]—

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