Compare · 2 funds side by side · dividends reinvested

DMBS and AGG

DMBSDoubleLine×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,979AGG · best of the two

02 / 04

DMBS and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.6%4.1%$139B1.4

Doubleline Etf Trust - Mortgage ETFBonds & Cash · Mortgage0.39%5.70%−0.1%+0.6%+5.9%[…]−5.4%4.6%$690M1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: DMBS 2023 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Doubleline Etf Trust - Mortgage ETF · $690M[…]

DMBS

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,979

$10,000 five years ago, dividends reinvested

DMBSMeasureAGG

−0.1%Year to dateJan 1 → Nov 9+0.0%

+0.6%1 yearTotal return+0.3%

+5.9%3 years · per year$10,000 became $11,880 · $11,583+5.0%

[…]5 years · per year$10,000 became […] · $9,979−0.0%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

5.70%Trailing 12-mo yield$570 · $412 a year on $10k4.12%

−5.4%Worst dropSmaller is better−4.6%

4.6%VolatilityLower is calmer4.1%

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

3–4AGG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DMBS vs AGG: Top 5 Holdings

Today

DMBS

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DMBS vs AGG Returns, Every Period

DoubleLineDMBS

+0.6%

past year

AGGiShares

+0.3%

past year

DMBSAGGFaded: behind in that period

2–1DMBS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DMBS vs AGG

YTD

DoubleLineDMBS

−0.1%

AGGiShares

+0.0%

−0.1%Year to date+0.0%

−5.4%Worst drop · 1Y−4.6%

4.6%Volatility · 1Y4.1%

5.7%Yield4.1%

$690MAssets$139B

3–1AGG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DMBS, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

DMBS0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DMBS, AGG

5.70%highest, DMBS

FundTrailing yieldYield$10k

DMBS5.70%$570

AGG4.12%$412

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$531most kept, DMBS

DMBS$570 − $39 = $531

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DMBS, AGG

Today

[…]holdings […]

DMBSAGG

DMBS—[…]

AGG[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.6%DMBS, at 4.6% volatility

AGGWorst drop−4.6%4.1% vol

DMBSWorst drop−5.4%4.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DMBSAGG

−0.1%Year to date+0.0%

5.7%Yield4.1%

+0.6%Past year+0.3%

0.39%Fee0.03%

2–2level

End-of-day Nov 9, 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 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026