Compare · 2 funds side by side · dividends reinvested

AGG and PFXF

AGGiShares×PFXFVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,726PFXF · best of the two

02 / 04

AGG and PFXF, 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%+0.3%+5.0%−0.0%−4.6%4.1%$139B1.5

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−11.8%11.4%$2.1B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: AGG 2003 · PFXF 2012

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. Aggregate Bond ETF · $139B$9,979

AGG

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,726

$10,000 five years ago, dividends reinvested

AGGMeasurePFXF

+0.0%Year to dateJan 1 → Nov 9−2.0%

+0.3%1 yearTotal return+0.6%

+5.0%3 years · per year$10,000 became $11,583 · $12,500+7.7%

−0.0%5 years · per year$10,000 became $9,979 · $10,726+1.4%

0.03%Expense ratio$3 · $40 a year on $10k · lower is better0.40%

4.12%Trailing 12-mo yield$412 · $647 a year on $10k6.47%

−4.6%Worst dropSmaller is better−11.8%

4.1%VolatilityLower is calmer11.4%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AGG vs PFXF: Top 5 Holdings

Today

AGG

[…]in top 5

PFXF

in top 523.5%

AGGStockPFXF

not top 5STRC7.6%

not top 5GOOGN4.7%

not top 5GOOGM4.7%

not top 5SMCIP4.3%

not top 5DUKU2.3%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

AGG vs PFXF Returns, Every Period

iSharesAGG

−0.0%

5 years, per year

PFXFVanEck

+1.4%

5 years, per year

AGGPFXFFaded: behind in that period

1–3PFXF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Sector: AGG vs PFXF

YTD

iSharesAGG

+0.0%

PFXFVanEck

−2.0%

+0.0%Year to date−2.0%

−4.6%Worst drop · 1Y−11.8%

4.1%Volatility · 1Y11.4%

4.1%Yield6.5%

$139BAssets$2.1B

3–1AGG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AGG, PFXF

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

PFXF0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AGG, PFXF

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

AGG4.12%$412

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AGG, PFXF

Today

[…]holdings […]

AGGPFXF

AGG—[…]

PFXF[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.6%PFXF, at 11.4% volatility

AGGWorst drop−4.6%4.1% vol

PFXFWorst drop−11.8%11.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFAGG

−2.0%Year to date+0.0%

6.5%Yield4.1%

+0.6%Past year+0.3%

0.40%Fee0.03%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026