Compare · 2 funds side by side · dividends reinvested

CPAG and BIV

CPAGF/m×BIVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,027BIV · best of the two

02 / 04

CPAG and BIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Intermediate-Term Bond ETFBonds & Cash · Core aggregate0.03%4.49%−1.5%−1.0%+5.5%+0.1%−5.4%4.3%$28.1B1.4

F/m Compoundr U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.31%0.00%−1.4%−1.3%[…][…]−5.1%4.0%$152M1.5

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: CPAG 2025 · BIV 2007

Head to Head

Swap sides Versus in desk

Head to Head

F/m Compoundr U.S. Aggregate Bond ETF · $152M[…]

CPAG

BIV

Vanguard Intermediate-Term Bond ETF · $28.1B$10,027

$10,000 five years ago, dividends reinvested

CPAGMeasureBIV

−1.4%Year to dateJan 1 → Nov 3−1.5%

−1.3%1 yearTotal return−1.0%

[…]3 years · per year$10,000 became […] · $11,740+5.5%

[…]5 years · per year$10,000 became […] · $10,027+0.1%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $449 a year on $10k4.49%

−5.1%Worst dropSmaller is better−5.4%

4.0%VolatilityLower is calmer4.3%

CPAGBIV 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

CPAG vs BIV: Top 5 Holdings

Today

CPAG

99.9%in top 5

BIV

in top 5[…]

CPAGStockBIV

50.3%FBNDnot top 5

49.6%AGGnot top 5

Held in common[…]

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

CPAG vs BIV Returns, Every Period

F/mCPAG

−1.3%

past year

BIVVanguard

−1.0%

past year

CPAGBIVFaded: behind in that period

1–1Level

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

CPAG vs BIV

YTD

F/mCPAG

−1.4%

BIVVanguard

−1.5%

−1.4%Year to date−1.5%

−5.1%Worst drop · 1Y−5.4%

4.0%Volatility · 1Y4.3%

0.0%Yield4.5%

$152MAssets$28.1B

3–1CPAG wins

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

Cost, Income and Risk

Fees: CPAG, BIV

Today

0.03%lowest, BIV

FundExpense ratioFee$10k

BIV0.03%$3

CPAG0.31%$31

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

Yields: CPAG, BIV

4.49%highest, BIV

FundTrailing yieldYield$10k

BIV4.49%$449

CPAG0.00%$0

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

Income After Fees on $10,000

$446most kept, BIV

BIV$449 − $3 = $446

CPAG$0 − $31 = −$31

KeptFee

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

Overlap: CPAG, BIV

Today

[…]holdings […]

CPAGBIV

CPAG—[…]

BIV[…]—

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

Return vs Bumpiness: 2 ETFs

−1.0%BIV, at 4.3% volatility

CPAGWorst drop−5.1%4.0% vol

BIVWorst drop−5.4%4.3% vol

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

Paid More vs Made More

YTD

BIVCPAG

−1.5%Year to date−1.4%

4.5%Yield0.0%

−1.0%Past year−1.3%

0.03%Fee0.31%

3–1BIV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026