Compare · 2 funds side by side · dividends reinvested

AFIF and AGG

AFIFHorizon Funds×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,987AFIF · best of the two

02 / 04

AFIF and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Anfield Universal Fixed Income ETFBonds & Cash · Core aggregate0.85%4.19%+1.6%+2.7%+6.2%+3.7%−1.6%2.6%$685M1.1

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.13%−0.2%+0.3%+5.5%−0.1%−4.6%4.1%$139B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: AFIF 2018 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Anfield Universal Fixed Income ETF · $685M$11,987

AFIF

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,942

$10,000 five years ago, dividends reinvested

AFIFMeasureAGG

+1.6%Year to dateJan 1 → Nov 4−0.2%

+2.7%1 yearTotal return+0.3%

+6.2%3 years · per year$10,000 became $11,987 · $11,749+5.5%

+3.7%5 years · per year$10,000 became $11,987 · $9,942−0.1%

0.85%Expense ratio$85 · $3 a year on $10k · lower is better0.03%

4.19%Trailing 12-mo yield$419 · $413 a year on $10k4.13%

−1.6%Worst dropSmaller is better−4.6%

2.6%VolatilityLower is calmer4.1%

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

7–1AFIF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFIF vs AGG: Top 5 Holdings

Today

AFIF

4.3%in top 5

AGG

in top 5[…]

AFIFStockAGG

2.2%LMBSnot top 5

2.1%IGSBnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

AFIF vs AGG Returns, Every Period

Horizon FundsAFIF

+3.7%

5 years, per year

AGGiShares

−0.1%

5 years, per year

AFIFAGGFaded: behind in that period

4–0AFIF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AFIF vs AGG

YTD

Horizon FundsAFIF

+1.6%

AGGiShares

−0.2%

+1.6%Year to date−0.2%

−1.6%Worst drop · 1Y−4.6%

2.6%Volatility · 1Y4.1%

4.2%Yield4.1%

$685MAssets$139B

4–0AFIF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFIF, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

AFIF0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFIF, AGG

4.19%highest, AFIF

FundTrailing yieldYield$10k

AFIF4.19%$419

AGG4.13%$413

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$410most kept, AGG

AGG$413 − $3 = $410

AFIF$419 − $85 = $334

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AFIF, AGG

Today

[…]holdings […]

AFIFAGG

AFIF—[…]

AGG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.7%AFIF, at 2.6% volatility

AFIFWorst drop−1.6%2.6% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AFIFAGG

+1.6%Year to date−0.2%

4.2%Yield4.1%

+2.7%Past year+0.3%

0.85%Fee0.03%

3–1AFIF wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026