TAGG vs JBND

ATAGG

BJBND

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$9,940TAGG

Lowest cost0.08%TAGG · $8 on $10k

Most income4.61%JBND · $461 on $10k

Smallest drop−4.7%JBND · worst fall in 1Y

Held in common[…]TAGG and JBND

TAGG

JBND

T. Rowe Price QM U.S. Bond ETF · $2.8BJPMorgan Active Bond ETF · $9.5B

+5.5%3 years · per year$11,756 · $11,997+6.3%

−0.1%5 years · per year$9,940 · […][…]

0.08%Expense ratio$8 · $25 on $10k · lower wins0.25%

4.61%12-mo yield$461 · $461 on $10k4.61%

−5.0%Worst dropSmaller wins−4.7%

3.9%VolatilityLower wins4.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsTAGG · JBND

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

Held in common[…]

End-of-day Nov 3, 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	ATAGG	T. Rowe Price QM U.S. Bond ETFRead Desk		0.08%	4.61%	0.0%	−0.6%	−0.1%	+5.5%	−0.1%	−5.0%	$2.8B
2	BJBND	JPMorgan Active Bond ETFRead Desk		0.25%	4.61%	−0.2%	−0.6%	0.0%	+6.3%	new	−4.7%	$9.5B

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

Both

5Y2 funds

#			Trend
1	ATAGG	T. Rowe Price QM U.S. Bond ETFRead Desk		0.08%	4.61%	0.0%	−0.6%	−0.1%	+5.5%	−0.1%	−5.0%	$2.8B
2	BJBND	JPMorgan Active Bond ETFRead Desk		0.25%	4.61%	−0.2%	−0.6%	0.0%	+6.3%	new	−4.7%	$9.5B

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

Cards for this view

TAGG vs JBND

TAGG

T. Rowe Price QM U.S. Bond

$9,940

JBND

JPMorgan Active Bond

[…]

MeasureTAGGJBND

Fee0.08%0.25%

Cost on $10k a year$8$25

Yield4.61%4.61%

5 years, per year−0.1%[…]

3 years, per year+5.5%+6.3%

Worst drop · 1Y−5.0%−4.7%

Volatility · 1Y3.9%4.0%

2–2measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: TAGG, JBND

Today

[…]holdings […]

TAGGJBND

TAGG—[…]

JBND[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$453most kept, TAGG

TAGG$461 − $8 = $453

JBND$461 − $25 = $436

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee