SDFI vs NEAR

ASDFI

BNEAR

Measures won1–3NEAR wins · of 6 · 5Y

$10,000 · 5Y$12,184NEAR

Lowest cost0.25%NEAR · $25 on $10k

Most income4.57%SDFI · $457 on $10k

Smallest drop−1.1%NEAR · worst fall in 1Y

Held in common[…]SDFI and NEAR

SDFI

NEAR

Alliance Bernstein - AB Short Duration Income ETF · $192MiShares Short Duration Bond Active ETF · $5.2B

[…]3 years · per year[…] · $11,595+5.1%

[…]5 years · per year[…] · $12,184+4.0%

0.30%Expense ratio$30 · $25 on $10k · lower wins0.25%

4.57%12-mo yield$457 · $451 on $10k4.51%

−1.6%Worst dropSmaller wins−1.1%

1.9%VolatilityLower wins1.4%

1–3NEAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDFI · NEAR

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BNEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	0.0%	+1.6%	+2.5%	+5.1%	+4.0%	−1.1%	$5.2B
2	ASDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk		0.30%	4.57%	−0.1%	+1.5%	+2.5%	new	new	−1.6%	$192M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BNEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.51%	0.0%	+1.6%	+2.5%	+5.1%	+4.0%	−1.1%	$5.2B
2	ASDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk		0.30%	4.57%	−0.1%	+1.5%	+2.5%	new	new	−1.6%	$192M

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

SDFI vs NEAR

SDFI

Alliance Bernstein - AB Short Duration Income

[…]

NEAR

iShares Short Duration Bond Active

$12,184

MeasureSDFINEAR

Fee0.30%0.25%

Cost on $10k a year$30$25

Yield4.57%4.51%

5 years, per year[…]+4.0%

3 years, per year[…]+5.1%

Worst drop · 1Y−1.6%−1.1%

Volatility · 1Y1.9%1.4%

3–1measures won
NEAR first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SDFI, NEAR

Today

[…]holdings […]

SDFINEAR

SDFI—[…]

NEAR[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$427most kept, SDFI

SDFI$457 − $30 = $427

NEAR$451 − $25 = $426

KeptFee

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