Compare · 3 funds side by side · dividends reinvested

ACVT, BOND and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,108BOND · best of the three

02 / 04

ACVT, BOND and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO Active Bond Exchange-Traded FundBonds & Cash · Other bonds0.53%5.34%−0.6%−0.1%+6.4%+0.2%−5.5%4.5%$9.1B1.8

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.6%−0.3%+5.3%−0.1%−4.6%4.1%$139B1.9

Advent Convertible Bond ETFBonds & Cash · Other bonds0.80%1.55%+4.5%+4.8%[…][…]−4.8%6.2%$43M2.2

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

End-of-day Nov 3, 2026 · returns include dividends · since: ACVT 2025 · BOND 2012 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Advent Convertible Bond ETF · $43M[…]

ACVT

BOND

PIMCO Active Bond Exchange-Traded Fund · $9.1B$10,108

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ACVTMeasureBOND

+4.5%Year to dateJan 1 → Nov 3−0.6%

+4.8%1 yearTotal return−0.1%

[…]3 years · per year$10,000 became […] · $12,042+6.4%

[…]5 years · per year$10,000 became […] · $10,108+0.2%

0.80%Expense ratio$80 · $53 a year on $10k · lower is better0.53%

1.55%Trailing 12-mo yield$155 · $534 a year on $10k5.34%

−4.8%Worst dropSmaller is better−5.5%

6.2%VolatilityLower is calmer4.5%

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

3–3Level

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

More Ways to See the Pairs

ACVT vs BOND: Top 5 Holdings

Today

ACVT

7.1%in top 5

BOND

in top 54.2%

ACVTStockBOND

not top 5PMBS3.8%

3.1%WFC-PLnot top 5

2.3%GOOGNnot top 5

1.7%METAMnot top 5

not top 5PRFD0.2%

not top 5LONZ0.2%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

ACVT vs BOND Returns, Every Period

AdventACVT

+4.8%

past year

BONDPIMCO

−0.1%

past year

ACVTBONDFaded: behind in that period

2–0ACVT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ACVT vs BOND

YTD

AdventACVT

+4.5%

BONDPIMCO

−0.6%

+4.5%Year to date−0.6%

−4.8%Worst drop · 1Y−5.5%

6.2%Volatility · 1Y4.5%

1.6%Yield5.3%

$42.9MAssets$9.1B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACVT, BOND, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BOND0.53%$53

ACVT0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ACVT, BOND, AGG

5.34%highest, BOND

FundTrailing yieldYield$10k

BOND5.34%$534

AGG4.15%$415

ACVT1.55%$155

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$481most kept, BOND

BOND$534 − $53 = $481

AGG$415 − $3 = $412

ACVT$155 − $80 = $75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ACVT, BOND, AGG

Today

0.0%most shared, ACVT and BOND

ACVTBONDAGG

ACVT—0.0%[…]

BOND0.0%—[…]

AGG[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+4.8%ACVT, at 6.2% volatility

AGGWorst drop−4.6%4.1% vol

BONDWorst drop−5.5%4.5% vol

ACVTWorst drop−4.8%6.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BONDACVT

−0.6%Year to date+4.5%

5.3%Yield1.6%

−0.1%Past year+4.8%

0.53%Fee0.80%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026