Compare · 4 funds side by side · dividends reinvested

IBMP, SUB, VCIT and AGG

IBMPiShares×SUBiShares×VCITVanguard×AGGiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$10,861SUB · best of the four

02 / 04

IBMP, SUB, VCIT and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Dec 2027 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.55%+1.8%+2.4%+3.6%+0.9%−0.6%1.0%$684M2.3

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.6%+2.4%+3.3%+1.7%−1.9%1.4%$13.4B2.4

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.6

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%$139B2.6

Rank among the four1st → 4thFee, 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: IBMP 2019 · SUB 2008 · VCIT 2009 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2027 Term Muni Bond ETF · $684M$10,450

IBMP

SUB

iShares Short-Term National Muni Bond ETF · $13.4B$10,861

$10,000 five years ago, dividends reinvested

IBMPMeasureSUB

+1.8%Year to dateJan 1 → Nov 9+1.6%

+2.4%1 yearTotal return+2.4%

+3.6%3 years · per year$10,000 became $11,111 · $11,021+3.3%

+0.9%5 years · per year$10,000 became $10,450 · $10,861+1.7%

0.10%Expense ratio$10 · $7 a year on $10k · lower is better0.07%

2.55%Trailing 12-mo yield$255 · $257 a year on $10k2.57%

−0.6%Worst dropSmaller is better−1.9%

1.0%VolatilityLower is calmer1.4%

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

4–3IBMP wins

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

More Ways to See the Pairs

IBMP vs SUB: Top 5 Holdings

Today

IBMP

[…]in top 5

SUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

IBMP vs SUB Returns, Every Period

iSharesIBMP

+0.9%

5 years, per year

SUBiShares

+1.7%

5 years, per year

IBMPSUBFaded: behind in that period

2–1IBMP wins

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

IBMP vs VCIT

YTD

iSharesIBMP

+1.8%

VCITVanguard

−0.7%

+1.8%Year to date−0.7%

−0.6%Worst drop · 1Y−4.9%

1.0%Volatility · 1Y4.5%

2.6%Yield5.0%

$684MAssets$66.6B

3–1IBMP wins

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

Cost, Income and Risk

Fees: IBMP, SUB, VCIT, AGG

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

AGG0.03%$3

SUB0.07%$7

IBMP0.10%$10

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

Yields: IBMP, SUB, VCIT, AGG

5.02%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.02%$502

AGG4.12%$412

SUB2.57%$257

IBMP2.55%$255

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

AGG$412 − $3 = $409

SUB$257 − $7 = $250

IBMP$255 − $10 = $245

KeptFee

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

Overlap: IBMP, SUB, VCIT, AGG

Today

[…]holdings […]

IBMPSUBVCITAGG

IBMP—[…][…][…]

SUB[…]—[…][…]

VCIT[…][…]—[…]

AGG[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+2.4%IBMP, at 1.0% volatility

IBMPWorst drop−0.6%1.0% vol

SUBWorst drop−1.9%1.4% vol

AGGWorst drop−4.6%4.1% vol

VCITWorst drop−4.9%4.5% vol

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

Paid More vs Made More

YTD

VCITIBMP

−0.7%Year to date+1.8%

5.0%Yield2.6%

+0.0%Past year+2.4%

0.03%Fee0.10%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.0%

+0.1%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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