Compare · 3 funds side by side · dividends reinvested

DFIP, IBID and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$9,970AGG · best of the three

02 / 04

DFIP, IBID and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Oct 2027 Term TIPS ETFBonds & Cash · Treasuries0.10%4.31%+3.5%+3.9%+5.5%[…]−0.6%1.1%$159M1.3

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B2.1

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.31%−0.1%+0.0%+4.6%[…]−4.3%3.7%$1.1B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFIP 2021 · IBID 2023 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

IBID

iShares iBonds Oct 2027 Term TIPS ETF · $159M[…]

$10,000 five years ago, dividends reinvested

DFIPMeasureIBID

−0.1%Year to dateJan 1 → Nov 6+3.5%

+0.0%1 yearTotal return+3.9%

+4.6%3 years · per year$10,000 became $11,443 · $11,732+5.5%

[…]5 years · per year[…]

0.11%Expense ratio$11 · $10 a year on $10k · lower is better0.10%

5.31%Trailing 12-mo yield$531 · $431 a year on $10k4.31%

−4.3%Worst dropSmaller is better−0.6%

3.7%VolatilityLower is calmer1.1%

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

1–6IBID wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFIP vs IBID: Top 5 Holdings

Today

DFIP

[…]in top 5

IBID

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

DFIP vs IBID Returns, Every Period

DimensionalDFIP

+0.0%

past year

IBIDiShares

+3.9%

past year

DFIPIBIDFaded: behind in that period

0–3IBID wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFIP vs IBID

YTD

DimensionalDFIP

−0.1%

IBIDiShares

+3.5%

−0.1%Year to date+3.5%

−4.3%Worst drop · 1Y−0.6%

3.7%Volatility · 1Y1.1%

5.3%Yield4.3%

$1.1BAssets$159M

3–1IBID wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, IBID, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

IBID0.10%$10

DFIP0.11%$11

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFIP, IBID, AGG

5.31%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.31%$531

IBID4.31%$431

AGG4.12%$412

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

IBID$431 − $10 = $421

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFIP, IBID, AGG

Today

[…]holdings […]

DFIPIBIDAGG

DFIP—[…][…]

IBID[…]—[…]

AGG[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.9%IBID, at 1.1% volatility

IBIDWorst drop−0.6%1.1% vol

DFIPWorst drop−4.3%3.7% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPIBID

−0.1%Year to date+3.5%

5.3%Yield4.3%

+0.0%Past year+3.9%

0.11%Fee0.10%

3–1IBID wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026