Compare · 2 funds side by side · dividends reinvested

AGGS and FLOT

AGGSHarbor×FLOTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,461FLOT · best of the two

02 / 04

AGGS and FLOT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Floating Rate Bond ETFBonds & Cash · Other bonds0.15%4.25%+3.5%+4.3%+5.3%+4.5%−0.4%0.7%$11.6B1.1

Harbor Disciplined Bond ETF (AGGS)Bonds & Cash · Other bonds0.35%5.23%+0.2%+0.5%[…][…]−4.3%4.0%$39M1.8

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: AGGS 2024 · FLOT 2011

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Disciplined Bond ETF (AGGS) · $39M[…]

AGGS

FLOT

iShares Floating Rate Bond ETF · $11.6B$12,461

$10,000 five years ago, dividends reinvested

AGGSMeasureFLOT

+0.2%Year to dateJan 1 → Nov 5+3.5%

+0.5%1 yearTotal return+4.3%

[…]3 years · per year$10,000 became […] · $11,677+5.3%

[…]5 years · per year$10,000 became […] · $12,461+4.5%

0.35%Expense ratio$35 · $15 a year on $10k · lower is better0.15%

5.23%Trailing 12-mo yield$523 · $425 a year on $10k4.25%

−4.3%Worst dropSmaller is better−0.4%

4.0%VolatilityLower is calmer0.7%

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

1–5FLOT wins

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

More Ways to See the Pairs

AGGS vs FLOT: Top 5 Holdings

Today

AGGS

[…]in top 5

FLOT

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

AGGS vs FLOT Returns, Every Period

HarborAGGS

+0.5%

past year

FLOTiShares

+4.3%

past year

AGGSFLOTFaded: behind in that period

0–2FLOT wins

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

AGGS vs FLOT

YTD

HarborAGGS

+0.2%

FLOTiShares

+3.5%

+0.2%Year to date+3.5%

−4.3%Worst drop · 1Y−0.4%

4.0%Volatility · 1Y0.7%

5.2%Yield4.3%

$38.6MAssets$11.6B

3–1FLOT wins

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

Cost, Income and Risk

Fees: AGGS, FLOT

Today

0.15%lowest, FLOT

FundExpense ratioFee$10k

FLOT0.15%$15

AGGS0.35%$35

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

Yields: AGGS, FLOT

5.23%highest, AGGS

FundTrailing yieldYield$10k

AGGS5.23%$523

FLOT4.25%$425

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

Income After Fees on $10,000

$488most kept, AGGS

AGGS$523 − $35 = $488

FLOT$425 − $15 = $410

KeptFee

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

Overlap: AGGS, FLOT

Today

[…]holdings […]

AGGSFLOT

AGGS—[…]

FLOT[…]—

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

Return vs Bumpiness: 2 ETFs

+4.3%FLOT, at 0.7% volatility

FLOTWorst drop−0.4%0.7% vol

AGGSWorst drop−4.3%4.0% vol

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

Paid More vs Made More

YTD

AGGSFLOT

+0.2%Year to date+3.5%

5.2%Yield4.3%

+0.5%Past year+4.3%

0.35%Fee0.15%

3–1FLOT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026