UCON vs FIXD

AUCON

BFIXD

Measures won4–2UCON wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · UCON $11,299

Lowest cost0.09%SGOV · $9 on $10k

Most income4.82%FIXD · $482 on $10k

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

Held in common0.2%UCON and FIXD

UCON

FIXD

First Trust Smith Unconstrained Bond ETF · $3.1BFirst Trust Smith Opportunistic Fixed Income ETF · $2.8B

+5.5%3 years · per year$11,745 · $11,721+5.4%

+2.5%5 years · per year$11,299 · $9,628−0.8%

0.86%Expense ratio$86 · $65 on $10k · lower wins0.65%

4.77%12-mo yield$477 · $482 on $10k4.82%

−3.6%Worst dropSmaller wins−5.4%

3.3%VolatilityLower wins4.4%

4–2UCON wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUCON · FIXD

0.2%XELLL0.2%

0.1%JXN-PA0.1%

Held in common0.2%

End-of-day Nov 5, 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%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	AUCON	First Trust Smith Unconstrained Bond ETFRead Desk	0.86%	4.77%	−0.2%	−0.6%	+0.1%	+5.5%	+2.5%	−3.6%	$3.1B
3	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.82%	+0.1%	−1.2%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B

End-of-day Nov 5, 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%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	AUCON	First Trust Smith Unconstrained Bond ETFRead Desk	0.86%	4.77%	−0.2%	−0.6%	+0.1%	+5.5%	+2.5%	−3.6%	$3.1B
3	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.82%	+0.1%	−1.2%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B

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

Cards for this view

UCON vs FIXD

UCON

First Trust Smith Unconstrained Bond

$11,299

FIXD

First Trust Smith Opportunistic Fixed Income

$9,628

MeasureUCONFIXD

Fee0.86%0.65%

Cost on $10k a year$86$65

Yield4.77%4.82%

5 years, per year+2.5%−0.8%

3 years, per year+5.5%+5.4%

Worst drop · 1Y−3.6%−5.4%

Volatility · 1Y3.3%4.4%

4–1measures won
UCON first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: UCON, FIXD, SGOV

Today

0.2%most shared, UCON and FIXD

UCONFIXDSGOV

UCON—0.2%[…]

FIXD0.2%—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

UCON$477 − $86 = $391

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee