SMTH vs FIXD

ASMTH

BFIXD

Measures won3–1SMTH wins · of 6 · 5Y

$10,000 · 5Y$9,974BND · FIXD $9,630

Lowest cost0.03%BND · $3 on $10k

Most income4.82%FIXD · $482 on $10k

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

Held in common0.1%SMTH and FIXD

SMTH

FIXD

ALPS Funds Smith Core Plus Bond ETF · $3.7BFirst Trust Smith Opportunistic Fixed Income ETF · $2.8B

[…]3 years · per year[…] · $11,606+5.1%

[…]5 years · per year[…] · $9,630−0.8%

0.59%Expense ratio$59 · $65 on $10k · lower wins0.65%

4.42%12-mo yield$442 · $482 on $10k4.82%

−4.6%Worst dropSmaller wins−5.4%

4.0%VolatilityLower wins4.4%

3–1SMTH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMTH · FIXD

0.1%JXN-PA0.1%

Held in common0.1%

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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
2	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.82%	0.0%	−1.2%	−0.6%	+5.1%	−0.8%	−5.4%	$2.8B
3	ASMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.42%	−0.1%	−0.3%	+0.2%	new	new	−4.6%	$3.7B

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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
2	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.82%	0.0%	−1.2%	−0.6%	+5.1%	−0.8%	−5.4%	$2.8B
3	ASMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.42%	−0.1%	−0.3%	+0.2%	new	new	−4.6%	$3.7B

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

SMTH vs FIXD

SMTH

ALPS Funds Smith Core Plus Bond

[…]

FIXD

First Trust Smith Opportunistic Fixed Income

$9,630

MeasureSMTHFIXD

Fee0.59%0.65%

Cost on $10k a year$59$65

Yield4.42%4.82%

5 years, per year[…]−0.8%

3 years, per year[…]+5.1%

Worst drop · 1Y−4.6%−5.4%

Volatility · 1Y4.0%4.4%

3–1measures won
SMTH first

0.1%

holdings shared

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

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 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: SMTH, FIXD, BND

Today

0.1%most shared, SMTH and FIXD

SMTHFIXDBND

SMTH—0.1%[…]

FIXD0.1%—[…]

BND[…][…]—

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

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

BND$412 − $3 = $409

SMTH$442 − $59 = $383

KeptFee

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