PTRB vs PSDM

APTRB

BPSDM

Measures won2–3PSDM wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income4.82%PTRB · $482 on $10k

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

Held in common3.4%PTRB and PSDM

PTRB

PSDM

PGIM Total Return Bond ETF · $1.2BPGIM Short Duration Multi-Secto · $278M

+6.0%3 years · per year$11,909 · $11,736+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 yearsAll three, one scale

Shared top holdingsPTRB · PSDM

2.4%PAAA4.1%

0.9%PCS1.3%

0.4%PHYL0.1%

Held in common3.4%

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	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
2	APTRB	PGIM Total Return Bond ETFRead Desk	0.49%	4.82%	0.0%	−0.4%	+0.4%	+6.0%	new	−4.9%	$1.2B
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	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
2	APTRB	PGIM Total Return Bond ETFRead Desk	0.49%	4.82%	0.0%	−0.4%	+0.4%	+6.0%	new	−4.9%	$1.2B
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

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+6.0%+5.5%

Worst drop · 1Y−4.9%−1.2%

Volatility · 1Y4.2%1.7%

3–2measures won
PSDM first

3.4%

holdings shared

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$48.4B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PTRB, PSDM, SGOV

Today

3.4%most shared, PTRB and PSDM

PTRBPSDMSGOV

PTRB—3.4%[…]

PSDM3.4%—[…]

SGOV[…][…]—

End-of-day Nov 6, 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

SGOV$363 − $9 = $354

KeptFee

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