Compare · 3 funds side by side · dividends reinvested

AGG, SHM and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,571SHM · best of the three

02 / 04

AGG, SHM and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.1%+3.3%+1.1%−2.7%1.8%$3.5B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.0

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.6%4.1%$139B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AGG 2003 · SHM 2007 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. Aggregate Bond ETF · $139B$10,032

AGG

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,210

$10,000 one year ago, dividends reinvested

AGGMeasureSHM

+0.0%Year to dateJan 1 → Nov 9+1.4%

+0.3%1 yearTotal return+2.1%

+5.0%3 years · per year$10,000 became $11,583 · $11,019+3.3%

−0.0%5 years · per year$10,000 became $9,979 · $10,571+1.1%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

4.12%Trailing 12-mo yield$412 · $270 a year on $10k2.70%

−4.6%Worst dropSmaller is better−2.7%

4.1%VolatilityLower is calmer1.8%

AGGSHM Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SHM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AGG vs SHM: Top 5 Holdings

Today

AGG

[…]in top 5

SHM

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

AGG vs SHM Returns, Every Period

iSharesAGG

−0.0%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

AGGSHMFaded: behind in that period

1–3SHM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AGG vs BND

YTD

iSharesAGG

+0.0%

BNDVanguard

+0.0%

+0.0%Year to date+0.0%

−4.6%Worst drop · 1Y−4.5%

4.1%Volatility · 1Y4.0%

4.1%Yield4.1%

$139BAssets$161B

2–0BND wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AGG, SHM, BND

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BND0.03%$3

SHM0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AGG, SHM, BND

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

BND4.12%$412

SHM2.70%$270

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

BND$412 − $3 = $409

SHM$270 − $20 = $250

KeptFee

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

Overlap: AGG, SHM, BND

Today

[…]holdings […]

AGGSHMBND

AGG—[…][…]

SHM[…]—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+2.1%SHM, at 1.8% volatility

SHMWorst drop−2.7%1.8% vol

BNDWorst drop−4.5%4.0% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AGGSHM

+0.0%Year to date+1.4%

4.1%Yield2.7%

+0.3%Past year+2.1%

0.03%Fee0.20%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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