SCHD v JEPI v PDO v ZJK.U.TO

Thanks for your reply I failed to mention that I am investing US$ that is why I chose ZJK.U
I am investing in the US bond market this will eliminate exchange differences if kept in the same currency
Would you have any other suggestions to invest a large amount of US funds into a retirement income portfolio?

The fund that is in there is ZJK.TO, so it is in Canadian dollars.

The fund was added to take advantage of the decline in interest rates. I was bullish on bonds, more so on the mid end of the scale (which makes up around 90% of this fund), and the idea that they would rise on falling rates.

This has largely been true, with returns of about 30% over the last 3 years.

When we look to overall returns, it has outperformed SCHD by a reasonable margin over that timeframe, and it is JUST shy of the returns of JEPI. Considering you're comparing bonds to equities in that instance, the risk adjusted returns of ZJK would be much higher than JEPI.

In terms of PIMCO, that one has done quite well. However, it's an actively managed fund. I'd need to dig into what they've done recently. But still, it is an equity ETF,compared to a bond ETF, big difference.

When rates stop declining in the states, I could probably make the decision to move on from ZJK. But for now, still a reasonable option.