Compare · 2 funds side by side · dividends reinvested

ICVT and AGG

ICVTiShares×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,499ICVT · best of the two

02 / 04

ICVT and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Convertible Bond ETFBonds & Cash · Other bonds0.20%1.63%+3.2%+0.6%+14.7%+2.8%−18.6%18.7%$7.1B1.5

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−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 5, 2026 · returns include dividends · since: ICVT 2015 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

iShares Convertible Bond ETF · $7.1B$11,499

ICVT

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,975

$10,000 five years ago, dividends reinvested

ICVTMeasureAGG

+3.2%Year to dateJan 1 → Nov 5+0.1%

+0.6%1 yearTotal return+0.5%

+14.7%3 years · per year$10,000 became $15,083 · $11,786+5.6%

+2.8%5 years · per year$10,000 became $11,499 · $9,975−0.0%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

1.63%Trailing 12-mo yield$163 · $412 a year on $10k4.12%

−18.6%Worst dropSmaller is better−4.6%

18.7%VolatilityLower is calmer4.1%

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

4–4Level

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

More Ways to See the Pairs

ICVT vs AGG: Top 5 Holdings

Today

ICVT

0.1%in top 5

AGG

in top 5[…]

ICVTStockAGG

0.1%BKDnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

ICVT vs AGG Returns, Every Period

iSharesICVT

+2.8%

5 years, per year

AGGiShares

−0.0%

5 years, per year

ICVTAGGFaded: behind in that period

4–0ICVT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ICVT vs AGG

YTD

iSharesICVT

+3.2%

AGGiShares

+0.1%

+3.2%Year to date+0.1%

−18.6%Worst drop · 1Y−4.6%

18.7%Volatility · 1Y4.1%

1.6%Yield4.1%

$7.1BAssets$139B

3–1AGG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ICVT, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

ICVT0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ICVT, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

ICVT1.63%$163

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

ICVT$163 − $20 = $143

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ICVT, AGG

Today

[…]holdings […]

ICVTAGG

ICVT—[…]

AGG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.6%ICVT, at 18.7% volatility

AGGWorst drop−4.6%4.1% vol

ICVTWorst drop−18.6%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AGGICVT

+0.1%Year to date+3.2%

4.1%Yield1.6%

+0.5%Past year+0.6%

0.03%Fee0.20%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026