Compare · 2 funds side by side · dividends reinvested

DFSB and AGG

DFSBDimensional×AGGiShares×

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

02 / 04

DFSB and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Global Sustainability Fixed Income ETFBonds & Cash · International0.24%5.41%+1.0%+1.0%+5.6%[…]−3.9%4.3%$772M1.3

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%$139B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFSB 2022 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Global Sustainability Fixed Income ETF · $772M[…]

DFSB

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,970

$10,000 five years ago, dividends reinvested

DFSBMeasureAGG

+1.0%Year to dateJan 1 → Nov 6−0.0%

+1.0%1 yearTotal return+0.7%

+5.6%3 years · per year$10,000 became $11,782 · $11,649+5.2%

[…]5 years · per year$10,000 became […] · $9,970−0.1%

0.24%Expense ratio$24 · $3 a year on $10k · lower is better0.03%

5.41%Trailing 12-mo yield$541 · $412 a year on $10k4.12%

−3.9%Worst dropSmaller is better−4.6%

4.3%VolatilityLower is calmer4.1%

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

5–2DFSB wins

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

More Ways to See the Pairs

DFSB vs AGG: Top 5 Holdings

Today

DFSB

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFSB vs AGG Returns, Every Period

DimensionalDFSB

+1.0%

past year

AGGiShares

+0.7%

past year

DFSBAGGFaded: behind in that period

3–0DFSB wins

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

DFSB vs AGG

YTD

DimensionalDFSB

+1.0%

AGGiShares

−0.0%

+1.0%Year to date−0.0%

−3.9%Worst drop · 1Y−4.6%

4.3%Volatility · 1Y4.1%

5.4%Yield4.1%

$772MAssets$139B

3–1DFSB wins

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

Cost, Income and Risk

Fees: DFSB, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

DFSB0.24%$24

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

Yields: DFSB, AGG

5.41%highest, DFSB

FundTrailing yieldYield$10k

DFSB5.41%$541

AGG4.12%$412

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

Income After Fees on $10,000

$517most kept, DFSB

DFSB$541 − $24 = $517

AGG$412 − $3 = $409

KeptFee

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

Overlap: DFSB, AGG

Today

[…]holdings […]

DFSBAGG

DFSB—[…]

AGG[…]—

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

Return vs Bumpiness: 2 ETFs

+1.0%DFSB, at 4.3% volatility

AGGWorst drop−4.6%4.1% vol

DFSBWorst drop−3.9%4.3% vol

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

Paid More vs Made More

YTD

DFSBAGG

+1.0%Year to date−0.0%

5.4%Yield4.1%

+1.0%Past year+0.7%

0.24%Fee0.03%

3–1DFSB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026