PTRB vs PSDM

APTRB

BPSDM

Measures won2–3PSDM wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.40%PSDM · $40 on $10k

Most income4.82%PTRB · $482 on $10k

Smallest drop−1.2%PSDM · worst fall in 1Y

Held in common3.4%PTRB and PSDM

PTRB

PSDM

PGIM Total Return Bond ETF · $1.2BPGIM Short Duration Multi-Secto · $277M

+6.3%3 years · per year$12,009 · $11,757+5.5%

[…]5 years · per year[…]

0.49%Expense ratio$49 · $40 on $10k · lower wins0.40%

4.82%12-mo yield$482 · $445 on $10k4.45%

−4.9%Worst dropSmaller wins−1.2%

4.2%VolatilityLower wins1.7%

2–3PSDM wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsPTRB · PSDM

2.4%PAAA4.1%

0.9%PCS1.3%

0.4%PHYL0.1%

Held in common3.4%

End-of-day Nov 4, 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	APTRB	PGIM Total Return Bond ETFRead Desk		0.49%	4.82%	+0.5%	−0.4%	+0.1%	+6.3%	new	−4.9%	$1.2B
2	BPSDM	PGIM Short Duration Multi-SectoRead Desk		0.40%	4.45%	+0.2%	+1.4%	+2.3%	+5.5%	new	−1.2%	$277M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	APTRB	PGIM Total Return Bond ETFRead Desk		0.49%	4.82%	+0.5%	−0.4%	+0.1%	+6.3%	new	−4.9%	$1.2B
2	BPSDM	PGIM Short Duration Multi-SectoRead Desk		0.40%	4.45%	+0.2%	+1.4%	+2.3%	+5.5%	new	−1.2%	$277M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PTRB vs PSDM

PTRB

PGIM Total Return Bond

[…]

PSDM

PGIM Short Duration Multi-Secto

[…]

MeasurePTRBPSDM

Fee0.49%0.40%

Cost on $10k a year$49$40

Yield4.82%4.45%

5 years, per year[…][…]

3 years, per year+6.3%+5.5%

Worst drop · 1Y−4.9%−1.2%

Volatility · 1Y4.2%1.7%

3–2measures won
PSDM first

3.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PTRB, PSDM

Today

3.4%most shared, PTRB and PSDM

PTRBPSDM

PTRB—3.4%

PSDM3.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$433most kept, PTRB

PTRB$482 − $49 = $433

PSDM$445 − $40 = $405

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee