Compare · 2 funds side by side · dividends reinvested

AGG and DFIP

AGGiShares×DFIPDimensional×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$11,293AGG · best of the two

Story of the two · IncomeMost incomeDFIP · 5.39% · $539 a year on $10k

Story of the two · RiskSmallest drop

AGG and DFIP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.19%−1.5%−1.4%+4.1%−0.5%−4.6%4.2%$137B1.4

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.39%−1.6%−2.1%+3.6%[…]−4.3%3.7%$1.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: AGG 2003 · DFIP 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core U.S. Aggregate Bond ETF · $137B$9,755

AGG

DFIP

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

$10,000 five years ago, dividends reinvested

AGGMeasureDFIP

−1.5%

More Ways to See the Pairs

AGG vs DFIP: Top 5 Holdings

Today

AGG

[…]in top 5

DFIP

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

AGG vs DFIP Returns, Every Period

1Y

iSharesAGG

−1.4%

past year

Cost, Income and Risk

Fees: AGG, DFIP

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

DFIP0.11%$11

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: AGG, DFIP

1Y

5.39%highest, DFIP

FundTrailing yieldYield

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−1.5%

AGGiShares

−1.5%

−1.5%Year to date−1.5%

4.2%Yield4.2%

$161BAssets$137B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

−1.6%

−1.4%1 yearTotal return−2.1%

+4.1%3 years · per year$10,000 became $11,293 · $11,131+3.6%

−0.5%5 years · per year$10,000 became $9,755 · […][…]

0.03%Expense ratio$3 · $11 a year on $10k · lower is better0.11%

4.19%Trailing 12-mo yield$419 · $539 a year on $10k5.39%

−4.6%Worst dropSmaller is better−4.3%

4.2%VolatilityLower is calmer3.7%

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

4–3AGG wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

DFIPDimensional

−2.1%

past year

AGGDFIPFaded: behind in that period

3–0AGG wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

AGG vs DFIP

YTD

iSharesAGG

−1.5%

DFIPDimensional

−1.6%

−1.5%Year to date−1.6%

−4.6%Worst drop · 1Y−4.3%

4.2%Volatility · 1Y3.7%

4.2%Yield5.4%

$137BAssets$1.1B

3–1DFIP wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

DFIP5.39%$539

AGG4.19%$419

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$528most kept, DFIP

DFIP$539 − $11 = $528

AGG$419 − $3 = $416

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: AGG, DFIP

Today

[…]holdings […]

AGGDFIP

AGG—[…]

DFIP[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

−1.4%AGG, at 4.2% volatility

DFIPWorst drop−4.3%3.7% vol

AGGWorst drop−4.6%4.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPAGG

−1.6%Year to date−1.5%

5.4%Yield4.2%

−2.1%Past year−1.4%

0.11%Fee0.03%

3–1AGG wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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AGG and DFIP

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two