Compare · 2 funds side by side · dividends reinvested

FTRB and AGG

FTRBFederated Hermes×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,942AGG · best of the two

02 / 04

FTRB and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.13%−0.2%+0.3%+5.5%−0.1%−4.6%4.1%$139B1.4

Federated Hermes Total Return Bond ETFBonds & Cash · Core aggregate0.50%4.38%−0.4%+0.2%[…][…]−4.6%3.7%$729M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FTRB 2024 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes Total Return Bond ETF · $729M[…]

FTRB

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,942

$10,000 five years ago, dividends reinvested

FTRBMeasureAGG

−0.4%Year to dateJan 1 → Nov 4−0.2%

+0.2%1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,749+5.5%

[…]5 years · per year$10,000 became […] · $9,942−0.1%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

4.38%Trailing 12-mo yield$438 · $413 a year on $10k4.13%

−4.6%Worst dropSmaller is better−4.6%

3.7%VolatilityLower is calmer4.1%

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

2–3AGG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTRB vs AGG: Top 5 Holdings

Today

FTRB

22.5%in top 5

AGG

in top 5[…]

FTRBStockAGG

13.0%MBBnot top 5

7.3%VMBSnot top 5

1.3%FUSDnot top 5

0.9%MUBnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

FTRB vs AGG Returns, Every Period

Federated HermesFTRB

+0.2%

past year

AGGiShares

+0.3%

past year

FTRBAGGFaded: behind in that period

0–2AGG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FTRB vs AGG

YTD

Federated HermesFTRB

−0.4%

AGGiShares

−0.2%

−0.4%Year to date−0.2%

−4.6%Worst drop · 1Y−4.6%

3.7%Volatility · 1Y4.1%

4.4%Yield4.1%

$729MAssets$139B

2–1FTRB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTRB, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

FTRB0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FTRB, AGG

4.38%highest, FTRB

FundTrailing yieldYield$10k

FTRB4.38%$438

AGG4.13%$413

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$410most kept, AGG

AGG$413 − $3 = $410

FTRB$438 − $50 = $388

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FTRB, AGG

Today

[…]holdings […]

FTRBAGG

FTRB—[…]

AGG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.3%AGG, at 4.1% volatility

FTRBWorst drop−4.6%3.7% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FTRBAGG

−0.4%Year to date−0.2%

4.4%Yield4.1%

+0.2%Past year+0.3%

0.50%Fee0.03%

3–1AGG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026