Compare · 2 funds side by side · dividends reinvested

AGG and DFIP

AGGiShares×DFIPDimensional×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,806AGG · 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%4.18%−1.4%−1.3%+4.3%−0.4%−4.6%4.2%$138B1.4

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.39%−1.5%−2.2%+3.8%[…]−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 12, 2026 · returns include dividends · since: AGG 2003 · DFIP 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFIP

AGG

iShares Core U.S. Aggregate Bond ETF · $138B$9,806

$10,000 five years ago, dividends reinvested

DFIPMeasureAGG

−1.5%

More Ways to See the Pairs

DFIP vs AGG: Top 5 Holdings

Today

DFIP

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

DFIP vs AGG Returns, Every Period

1Y

DimensionalDFIP

−2.2%

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 12, 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

−1.3%

AGGiShares

−1.4%

−1.3%Year to date−1.4%

4.2%Yield4.2%

$161BAssets$138B

1–0BND wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to date

Jan 1 → Nov 12

−1.4%

−2.2%1 yearTotal return−1.3%

+3.8%3 years · per year$10,000 became $11,170 · $11,347+4.3%

[…]5 years · per year$10,000 became […] · $9,806−0.4%

0.11%Expense ratio$11 · $3 a year on $10k · lower is better0.03%

5.39%Trailing 12-mo yield$539 · $418 a year on $10k4.18%

−4.3%Worst dropSmaller is better−4.6%

3.7%VolatilityLower is calmer4.2%

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

3–4AGG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AGGiShares

−1.3%

past year

DFIPAGGFaded: behind in that period

0–3AGG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFIP vs AGG

YTD

DimensionalDFIP

−1.5%

AGGiShares

−1.4%

−1.5%Year to date−1.4%

−4.3%Worst drop · 1Y−4.6%

3.7%Volatility · 1Y4.2%

5.4%Yield4.2%

$1.1BAssets$138B

3–1DFIP wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

DFIP5.39%$539

AGG4.18%$418

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

Income After Fees on $10,000

1Y

$528most kept, DFIP

DFIP$539 − $11 = $528

AGG$418 − $3 = $415

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: AGG, DFIP

Today

[…]holdings […]

AGGDFIP

AGG—[…]

DFIP[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

−1.3%AGG, at 4.2% volatility

DFIPWorst drop−4.3%3.7% vol

AGGWorst drop−4.6%4.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPAGG

−1.5%Year to date−1.4%

5.4%Yield4.2%

−2.2%Past year−1.3%

0.11%Fee0.03%

3–1AGG wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 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