Compare · 3 funds side by side · dividends reinvested

AGG, VOO and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

AGG, VOO and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.6

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%$139B2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

Rank among the three1st → 3rdFee, 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 · VOO 2010 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

AGG

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested

AGGMeasureVOO

+0.0%Year to dateJan 1 → Nov 9+11.3%

+0.3%1 yearTotal return+13.6%

+5.0%3 years · per year$10,000 became $11,583 · $18,159+22.0%

−0.0%5 years · per year$10,000 became $9,979 · $17,543+11.9%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

4.12%Trailing 12-mo yield$412 · $107 a year on $10k1.07%

−4.6%Worst dropSmaller is better−8.9%

4.1%VolatilityLower is calmer13.7%

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

3–4VOO wins

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 VOO: Top 5 Holdings

Today

AGG

[…]in top 5

VOO

in top 528.3%

AGGStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

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

AGG vs VOO Returns, Every Period

iSharesAGG

−0.0%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

AGGVOOFaded: behind in that period

0–4VOO wins

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

Bonds vs Core: AGG vs VOO

YTD

iSharesAGG

+0.0%

VOOVanguard

+11.3%

+0.0%Year to date+11.3%

−4.6%Worst drop · 1Y−8.9%

4.1%Volatility · 1Y13.7%

4.1%Yield1.1%

$139BAssets$1.00T

3–1AGG wins

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

Cost, Income and Risk

Fees: AGG, VOO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AGG0.03%$3

VOO0.03%$3

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

Yields: AGG, VOO, SPYM

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

VOO1.07%$107

SPYM1.03%$103

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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

Overlap: AGG, VOO, SPYM

Today

92.7%most shared, VOO and SPYM

AGGVOOSPYM

AGG—[…][…]

VOO[…]—92.7%

SPYM[…]92.7%—

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

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

AGGWorst drop−4.6%4.1% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

AGGSPYM

+0.0%Year to date+11.3%

4.1%Yield1.0%

+0.3%Past year+13.6%

0.03%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026