Compare · 2 funds side by side · dividends reinvested

ARP and AGG

ARPPMV×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,979AGG · best of the two

02 / 04

ARP and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PMV Adaptive Risk Parity ETFUnsorted1.88%5.99%+9.2%+12.9%+14.8%[…]−10.1%14.7%$74M1.4

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

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: ARP 2022 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

PMV Adaptive Risk Parity ETF · $74M[…]

ARP

AGG

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

$10,000 five years ago, dividends reinvested

ARPMeasureAGG

+9.2%Year to dateJan 1 → Nov 9+0.0%

+12.9%1 yearTotal return+0.3%

+14.8%3 years · per year$10,000 became $15,126 · $11,586+5.0%

[…]5 years · per year$10,000 became […] · $9,981−0.0%

1.88%Expense ratio$188 · $3 a year on $10k · lower is better0.03%

5.99%Trailing 12-mo yield$599 · $412 a year on $10k4.12%

−10.1%Worst dropSmaller is better−4.6%

14.7%VolatilityLower is calmer4.1%

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

4–3ARP wins

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

More Ways to See the Pairs

ARP vs AGG: Top 5 Holdings

Today

ARP

98.2%in top 5

AGG

in top 5[…]

ARPStockAGG

34.1%HGERnot top 5

33.8%VOOnot top 5

19.1%USDUnot top 5

7.0%VEAnot top 5

4.4%QQQnot top 5

Held in common[…]

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

ARP vs AGG Returns, Every Period

PMVARP

+12.9%

past year

AGGiShares

+0.3%

past year

ARPAGGFaded: behind in that period

3–0ARP wins

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

Unsorted vs Bonds: ARP vs AGG

YTD

PMVARP

+9.2%

AGGiShares

+0.0%

+9.2%Year to date+0.0%

−10.1%Worst drop · 1Y−4.6%

14.7%Volatility · 1Y4.1%

6.0%Yield4.1%

$74.3MAssets$139B

2–2level

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

Cost, Income and Risk

Fees: ARP, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

ARP1.88%$188

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

Yields: ARP, AGG

5.99%highest, ARP

FundTrailing yieldYield$10k

ARP5.99%$599

AGG4.12%$412

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

Income After Fees on $10,000

$411most kept, ARP

ARP$599 − $188 = $411

AGG$412 − $3 = $409

KeptFee

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

Overlap: ARP, AGG

Today

[…]holdings […]

ARPAGG

ARP—[…]

AGG[…]—

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

Return vs Bumpiness: 2 ETFs

+12.9%ARP, at 14.7% volatility

AGGWorst drop−4.6%4.1% vol

ARPWorst drop−10.1%14.7% vol

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

Paid More vs Made More

YTD

ARPAGG

+9.2%Year to date+0.0%

6.0%Yield4.1%

+12.9%Past year+0.3%

1.88%Fee0.03%

3–1ARP wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.0%

+0.1%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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