Compare · 2 funds side by side · dividends reinvested

BSMU and AGG

BSMUInvesco×AGGiShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,903AGG · best of the two

Story of the two · IncomeMost incomeAGG · 4.15% · $415 a year on $10k

Story of the two · RiskSmallest drop

BSMU 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%−0.7%−0.4%+4.7%−0.2%−4.6%4.1%$138B1.4

Invesco BulletShares 2030 Municipal Bond ETFBonds & Cash · Municipal0.18%2.84%+0.5%+1.0%+3.9%−0.5%−5.4%3.0%$290M1.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: BSMU 2020 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco BulletShares 2030 Municipal Bond ETF · $290M$9,765

BSMU

AGG

iShares Core U.S. Aggregate Bond ETF · $138B$9,903

$10,000 five years ago, dividends reinvested

BSMUMeasureAGG

+0.5%

More Ways to See the Pairs

BSMU vs AGG: Top 5 Holdings

Today

BSMU

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

BSMU vs AGG Returns, Every Period

5Y

InvescoBSMU

Cost, Income and Risk

Fees: BSMU, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BSMU0.18%$18

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: BSMU, AGG

1Y

4.15%highest, AGG

FundTrailing yieldYield

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date−0.7%

4.2%Yield4.2%

$161BAssets$138B

0–0level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

−0.7%

+1.0%1 yearTotal return−0.4%

+3.9%3 years · per year$10,000 became $11,214 · $11,482+4.7%

−0.5%5 years · per year$10,000 became $9,765 · $9,903−0.2%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

2.84%Trailing 12-mo yield$284 · $415 a year on $10k4.15%

−5.4%Worst dropSmaller is better−4.6%

3.0%VolatilityLower is calmer4.1%

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

3–5AGG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

−0.5%

5 years, per year

AGGiShares

−0.2%

5 years, per year

BSMUAGGFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

BSMU vs AGG

YTD

InvescoBSMU

+0.5%

AGGiShares

−0.7%

+0.5%Year to date−0.7%

−5.4%Worst drop · 1Y−4.6%

3.0%Volatility · 1Y4.1%

2.8%Yield4.2%

$290MAssets$138B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

AGG4.15%$415

BSMU2.84%$284

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$412most kept, AGG

AGG$415 − $3 = $412

BSMU$284 − $18 = $266

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BSMU, AGG

Today

[…]holdings […]

BSMUAGG

BSMU—[…]

AGG[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+1.0%BSMU, at 3.0% volatility

BSMUWorst drop−5.4%3.0% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

AGGBSMU

−0.7%Year to date+0.5%

4.2%Yield2.8%

−0.4%Past year+1.0%

0.03%Fee0.18%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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BSMU and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two