Compare · 2 funds side by side · dividends reinvested

EVIM and AGG

EVIMEaton Vance×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

EVIM and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Eaton Vance Intermediate Municipal Income ETFBonds & Cash · Municipal0.11%3.49%+1.5%+2.1%+5.3%[…]−5.9%3.4%$408M1.4

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%$139B1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Eaton Vance Intermediate Municipal Income ETF · $408M[…]

EVIM

AGG

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

$10,000 five years ago, dividends reinvested

EVIMMeasureAGG

+1.5%Year to dateJan 1 → Nov 9+0.0%

+2.1%1 yearTotal return+0.3%

+5.3%3 years · per year$10,000 became $11,678 · $11,583+5.0%

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

0.11%Expense ratio$11 · $3 a year on $10k · lower is better0.03%

3.49%Trailing 12-mo yield$349 · $412 a year on $10k4.12%

−5.9%Worst dropSmaller is better−4.6%

3.4%VolatilityLower is calmer4.1%

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

4–3EVIM wins

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

More Ways to See the Pairs

EVIM vs AGG: Top 5 Holdings

Today

EVIM

[…]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

EVIM vs AGG Returns, Every Period

Eaton VanceEVIM

+2.1%

past year

AGGiShares

+0.3%

past year

EVIMAGGFaded: behind in that period

3–0EVIM wins

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

EVIM vs AGG

YTD

Eaton VanceEVIM

+1.5%

AGGiShares

+0.0%

+1.5%Year to date+0.0%

−5.9%Worst drop · 1Y−4.6%

3.4%Volatility · 1Y4.1%

3.5%Yield4.1%

$408MAssets$139B

2–2level

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

Cost, Income and Risk

Fees: EVIM, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

EVIM0.11%$11

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

Yields: EVIM, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

EVIM3.49%$349

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

EVIM$349 − $11 = $338

KeptFee

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

Overlap: EVIM, AGG

Today

[…]holdings […]

EVIMAGG

EVIM—[…]

AGG[…]—

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

Return vs Bumpiness: 2 ETFs

+2.1%EVIM, at 3.4% volatility

EVIMWorst drop−5.9%3.4% vol

AGGWorst drop−4.6%4.1% vol

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

Paid More vs Made More

YTD

AGGEVIM

+0.0%Year to date+1.5%

4.1%Yield3.5%

+0.3%Past year+2.1%

0.03%Fee0.11%

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