Compare · 3 funds side by side · dividends reinvested

PFXF, AGG and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,643PFXF · best of the three

02 / 04

PFXF, AGG and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+1.3%−11.8%11.4%$2.1B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: PFXF 2012 · AGG 2003 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$12,617

PFXF

BND

Vanguard Total Bond Market ETF · $161B$11,637

$10,000 three years ago, dividends reinvested

PFXFMeasureBND

−2.9%Year to dateJan 1 → Nov 6−0.0%

−0.7%1 yearTotal return+0.6%

+8.1%3 years · per year$10,000 became $12,617 · $11,637+5.2%

+1.3%5 years · per year$10,000 became $10,643 · $9,974−0.1%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

6.54%Trailing 12-mo yield$654 · $412 a year on $10k4.12%

−11.8%Worst dropSmaller is better−4.5%

11.4%VolatilityLower is calmer4.0%

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

3–5BND wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs BND: Top 5 Holdings

Today

PFXF

23.4%in top 5

BND

in top 5[…]

PFXFStockBND

7.6%STRCnot top 5

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.1%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

PFXF vs BND Returns, Every Period

VanEckPFXF

+1.3%

5 years, per year

BNDVanguard

−0.1%

5 years, per year

PFXFBNDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs AGG

YTD

VanEckPFXF

−2.9%

AGGiShares

−0.0%

−2.9%Year to date−0.0%

−11.8%Worst drop · 1Y−4.6%

11.4%Volatility · 1Y4.1%

6.5%Yield4.1%

$2.1BAssets$139B

3–1AGG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, AGG, BND

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BND0.03%$3

PFXF0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFXF, AGG, BND

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

AGG4.12%$412

BND4.12%$412

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

AGG$412 − $3 = $409

BND$412 − $3 = $409

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PFXF, AGG, BND

Today

[…]holdings […]

PFXFAGGBND

PFXF—[…][…]

AGG[…]—[…]

BND[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+0.7%AGG, at 4.1% volatility

BNDWorst drop−4.5%4.0% vol

AGGWorst drop−4.6%4.1% vol

PFXFWorst drop−11.8%11.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFAGG

−2.9%Year to date−0.0%

6.5%Yield4.1%

−0.7%Past year+0.7%

0.40%Fee0.03%

3–1AGG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026