Compare · 2 funds side by side · dividends reinvested

FIAX and AGG

FIAXNicholasx×AGGiShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,806AGG · best of the two

Story of the two · IncomeMost incomeFIAX · 8.19% · $819 a year on $10k

Story of the two · RiskSmallest drop

FIAX and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nicholas Fixed Income Alternative ETFBonds & Cash · Other bonds0.97%8.19%+2.8%+3.5%+3.8%[…]−2.4%4.1%$120M1.3

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.7%−0.2%−4.6%4.1%$138B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: FIAX 2022 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Nicholas Fixed Income Alternative ETF · $120M[…]

FIAX

AGG

iShares Core U.S. Aggregate Bond ETF · $138B$9,806

$10,000 five years ago, dividends reinvested

FIAXMeasureAGG

+2.8%

More Ways to See the Pairs

FIAX vs AGG: Top 5 Holdings

Today

FIAX

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

FIAX vs AGG Returns, Every Period

1Y

NicholasxFIAX

+3.5%

past year

Cost, Income and Risk

Fees: FIAX, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

FIAX0.97%$97

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FIAX, AGG

1Y

8.19%highest, FIAX

FundTrailing yieldYield

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date−0.7%

4.2%Yield4.2%

$161BAssets$138B

0–0level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 12

−0.7%

+3.5%1 yearTotal return−0.4%

+3.8%3 years · per year$10,000 became $11,177 · $11,482+4.7%

[…]5 years · per year$10,000 became […] · $9,903−0.2%

0.97%Expense ratio$97 · $3 a year on $10k · lower is better0.03%

8.19%Trailing 12-mo yield$819 · $415 a year on $10k4.15%

−2.4%Worst dropSmaller is better−4.6%

4.1%VolatilityLower is calmer4.1%

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

4–2FIAX wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AGGiShares

−0.4%

past year

FIAXAGGFaded: behind in that period

2–1FIAX wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FIAX vs AGG

YTD

NicholasxFIAX

+2.8%

AGGiShares

−0.7%

+2.8%Year to date−0.7%

−2.4%Worst drop · 1Y−4.6%

4.1%Volatility · 1Y4.1%

8.2%Yield4.2%

$120MAssets$138B

3–0FIAX wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

FIAX8.19%$819

AGG4.15%$415

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

Income After Fees on $10,000

1Y

$722most kept, FIAX

FIAX$819 − $97 = $722

AGG$415 − $3 = $412

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FIAX, AGG

Today

[…]holdings […]

FIAXAGG

FIAX—[…]

AGG[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+3.5%FIAX, at 4.1% volatility

FIAXWorst drop−2.4%4.1% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FIAXAGG

+2.8%Year to date−0.7%

8.2%Yield4.2%

+3.5%Past year−0.4%

0.97%Fee0.03%

3–1FIAX wins

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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FIAX and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two