Compare · 2 funds side by side · dividends reinvested

BDBT and AGG

BDBTBluemonte×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,930AGG · best of the two

02 / 04

BDBT and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.6%−0.3%+5.3%−0.1%−4.6%4.1%$139B1.4

Bluemonte Core Bond ETFBonds & Cash · Core aggregate0.28%4.17%−0.8%−0.4%[…][…]−4.4%4.0%$497M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: BDBT 2025 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Core Bond ETF · $497M[…]

BDBT

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,930

$10,000 five years ago, dividends reinvested

BDBTMeasureAGG

−0.8%Year to dateJan 1 → Nov 3−0.6%

−0.4%1 yearTotal return−0.3%

[…]3 years · per year$10,000 became […] · $11,667+5.3%

[…]5 years · per year$10,000 became […] · $9,930−0.1%

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

4.17%Trailing 12-mo yield$417 · $415 a year on $10k4.15%

−4.4%Worst dropSmaller is better−4.6%

4.0%VolatilityLower is calmer4.1%

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

3–3Level

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

More Ways to See the Pairs

BDBT vs AGG: Top 5 Holdings

Today

BDBT

89.6%in top 5

AGG

in top 5[…]

BDBTStockAGG

24.9%SCHRnot top 5

20.0%IAGGnot top 5

19.8%BKAGnot top 5

14.9%MBBnot top 5

9.9%VCSHnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

BDBT vs AGG Returns, Every Period

BluemonteBDBT

−0.4%

past year

AGGiShares

−0.3%

past year

BDBTAGGFaded: behind in that period

0–2AGG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BDBT vs AGG

YTD

BluemonteBDBT

−0.8%

AGGiShares

−0.6%

−0.8%Year to date−0.6%

−4.4%Worst drop · 1Y−4.6%

4.0%Volatility · 1Y4.1%

4.2%Yield4.1%

$497MAssets$139B

3–1BDBT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BDBT, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BDBT0.28%$28

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BDBT, AGG

4.17%highest, BDBT

FundTrailing yieldYield$10k

BDBT4.17%$417

AGG4.15%$415

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$412most kept, AGG

AGG$415 − $3 = $412

BDBT$417 − $28 = $389

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BDBT, AGG

Today

[…]holdings […]

BDBTAGG

BDBT—[…]

AGG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.3%AGG, at 4.1% volatility

BDBTWorst drop−4.4%4.0% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BDBTAGG

−0.8%Year to date−0.6%

4.2%Yield4.1%

−0.4%Past year−0.3%

0.28%Fee0.03%

3–1AGG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026