Compare · 3 funds side by side · dividends reinvested

ILS, BOND and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,134BOND · best of the three

02 / 04

ILS, BOND and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brookmont Catastrophic Bond ETFBonds & Cash · Other bonds2.65%7.98%+8.1%+9.2%[…][…]−1.8%4.3%$126M1.5

PIMCO Active Bond Exchange-Traded FundBonds & Cash · Other bonds0.53%5.31%−0.1%+0.5%+6.6%+0.3%−5.5%4.5%$9.1B2.0

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%$139B2.1

Rank among the three1st → 3rdFee, 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: ILS 2025 · BOND 2012 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Brookmont Catastrophic Bond ETF · $126M[…]

ILS

BOND

PIMCO Active Bond Exchange-Traded Fund · $9.1B$10,134

$10,000 five years ago, dividends reinvested

ILSMeasureBOND

+8.1%Year to dateJan 1 → Nov 4−0.1%

+9.2%1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $12,120+6.6%

[…]5 years · per year$10,000 became […] · $10,134+0.3%

2.65%Expense ratio$265 · $53 a year on $10k · lower is better0.53%

7.98%Trailing 12-mo yield$798 · $531 a year on $10k5.31%

−1.8%Worst dropSmaller is better−5.5%

4.3%VolatilityLower is calmer4.5%

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

5–1ILS wins

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

More Ways to See the Pairs

ILS vs BOND: Top 5 Holdings

Today

ILS

[…]in top 5

BOND

in top 54.2%

ILSStockBOND

not top 5PMBS3.8%

not top 5PRFD0.2%

not top 5LONZ0.2%

Held in common[…]

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

ILS vs BOND Returns, Every Period

BrookmontILS

+9.2%

past year

BONDPIMCO

+0.5%

past year

ILSBONDFaded: behind in that period

2–0ILS wins

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

ILS vs BOND

YTD

BrookmontILS

+8.1%

BONDPIMCO

−0.1%

+8.1%Year to date−0.1%

−1.8%Worst drop · 1Y−5.5%

4.3%Volatility · 1Y4.5%

8.0%Yield5.3%

$126MAssets$9.1B

4–0ILS wins

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

Cost, Income and Risk

Fees: ILS, BOND, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BOND0.53%$53

ILS2.65%$265

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

Yields: ILS, BOND, AGG

7.98%highest, ILS

FundTrailing yieldYield$10k

ILS7.98%$798

BOND5.31%$531

AGG4.13%$413

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

Income After Fees on $10,000

$533most kept, ILS

ILS$798 − $265 = $533

BOND$531 − $53 = $478

AGG$413 − $3 = $410

KeptFee

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

Overlap: ILS, BOND, AGG

Today

[…]holdings […]

ILSBONDAGG

ILS—[…][…]

BOND[…]—[…]

AGG[…][…]—

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

Return vs Bumpiness: 3 ETFs

+9.2%ILS, at 4.3% volatility

AGGWorst drop−4.6%4.1% vol

ILSWorst drop−1.8%4.3% vol

BONDWorst drop−5.5%4.5% vol

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

Paid More vs Made More

YTD

ILSBOND

+8.1%Year to date−0.1%

8.0%Yield5.3%

+9.2%Past year+0.5%

2.65%Fee0.53%

3–1ILS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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