Compare · 2 funds side by side · dividends reinvested

AGG and SDFI

AGGiShares×SDFIAlliance Bernstein×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,975AGG · best of the two

02 / 04

AGG and SDFI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alliance Bernstein - AB Short Duration Income ETFBonds & Cash · Short-term0.30%4.56%+1.6%+2.5%[…][…]−1.6%1.9%$192M1.2

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: AGG 2003 · SDFI 2024

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. Aggregate Bond ETF · $139B$9,975

AGG

SDFI

Alliance Bernstein - AB Short Duration Income ETF · $192M[…]

$10,000 five years ago, dividends reinvested

AGGMeasureSDFI

+0.1%Year to dateJan 1 → Nov 5+1.6%

+0.5%1 yearTotal return+2.5%

+5.6%3 years · per year$10,000 became $11,786 · […][…]

−0.0%5 years · per year$10,000 became $9,975 · […][…]

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

4.12%Trailing 12-mo yield$412 · $456 a year on $10k4.56%

−4.6%Worst dropSmaller is better−1.6%

4.1%VolatilityLower is calmer1.9%

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

1–5SDFI wins

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

More Ways to See the Pairs

AGG vs SDFI: Top 5 Holdings

Today

AGG

[…]in top 5

SDFI

in top 50.0%

AGGStockSDFI

not top 5NFEGP0.0%

not top 5NFE0.0%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

AGG vs SDFI Returns, Every Period

iSharesAGG

+0.5%

past year

SDFIAlliance Bernstein

+2.5%

past year

AGGSDFIFaded: behind in that period

0–2SDFI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AGG vs SDFI

YTD

iSharesAGG

+0.1%

SDFIAlliance Bernstein

+1.6%

+0.1%Year to date+1.6%

−4.6%Worst drop · 1Y−1.6%

4.1%Volatility · 1Y1.9%

4.1%Yield4.6%

$139BAssets$192M

4–0SDFI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AGG, SDFI

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SDFI0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AGG, SDFI

4.56%highest, SDFI

FundTrailing yieldYield$10k

SDFI4.56%$456

AGG4.12%$412

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$426most kept, SDFI

SDFI$456 − $30 = $426

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AGG, SDFI

Today

[…]holdings […]

AGGSDFI

AGG—[…]

SDFI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.5%SDFI, at 1.9% volatility

SDFIWorst drop−1.6%1.9% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SDFIAGG

+1.6%Year to date+0.1%

4.6%Yield4.1%

+2.5%Past year+0.5%

0.30%Fee0.03%

3–1SDFI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026