UCON vs PYLD

AUCON

BPYLD

Measures won1–4PYLD wins · of 6 · 5Y

$10,000 · 5Y$11,333UCON

Lowest cost0.66%PYLD · $66 on $10k

Most income6.49%PYLD · $649 on $10k

Smallest drop−3.2%PYLD · worst fall in 1Y

Held in common0.0%UCON and PYLD

UCON

PYLD

First Trust Smith Unconstrained Bond ETF · $3.1BPIMCO Multisector Bond Active Exchange-Traded Fund · $16.8B

+5.4%3 years · per year$11,695 · $12,712+8.3%

+2.5%5 years · per year$11,333 · […][…]

0.86%Expense ratio$86 · $66 on $10k · lower wins0.66%

4.76%12-mo yield$476 · $649 on $10k6.49%

−3.6%Worst dropSmaller wins−3.2%

3.3%VolatilityLower wins3.7%

1–4PYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsUCON · PYLD

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

Held in common0.0%

End-of-day Nov 9, 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	AUCON	First Trust Smith Unconstrained Bond ETFRead Desk		0.86%	4.76%	+0.2%	−0.4%	+0.3%	+5.4%	+2.5%	−3.6%	$3.1B
2	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk		0.66%	6.49%	+0.2%	+1.2%	+2.3%	+8.3%	new	−3.2%	$16.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUCON	First Trust Smith Unconstrained Bond ETFRead Desk		0.86%	4.76%	+0.2%	−0.4%	+0.3%	+5.4%	+2.5%	−3.6%	$3.1B
2	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk		0.66%	6.49%	+0.2%	+1.2%	+2.3%	+8.3%	new	−3.2%	$16.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UCON vs PYLD

UCON

First Trust Smith Unconstrained Bond

$11,333

PYLD

PIMCO Multisector Bond Active Exchange-Traded Fund

[…]

MeasureUCONPYLD

Fee0.86%0.66%

Cost on $10k a year$86$66

Yield4.76%6.49%

5 years, per year+2.5%[…]

3 years, per year+5.4%+8.3%

Worst drop · 1Y−3.6%−3.2%

Volatility · 1Y3.3%3.7%

4–1measures won
PYLD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: UCON, PYLD

Today

0.0%most shared, UCON and PYLD

UCONPYLD

UCON—0.0%

PYLD0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$583most kept, PYLD

PYLD$649 − $66 = $583

UCON$476 − $86 = $390

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee