Compare · 2 funds side by side · dividends reinvested

LDSF and AGG

LDSFFirst Trust×AGGiShares×

Versus in desk

02 / 04

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,322LDSF · best of the two

Story of the two · IncomeMost incomeLDSF · 4.78% · $478 a year on $10k

Story of the two · RiskSmallest drop

LDSF and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Low Duration Strategic Focus ETFBonds & Cash · Ultra-short0.10%4.78%+0.9%+1.9%+5.1%+2.5%−2.0%2.3%$160M1.1

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.6%−0.2%−4.6%4.1%$138B1.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: LDSF 2019 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Low Duration Strategic Focus ETF · $160M$11,322

LDSF

AGG

iShares Core U.S. Aggregate Bond ETF · $138B$9,888

$10,000 five years ago, dividends reinvested

LDSFMeasureAGG

+0.9%

More Ways to See the Pairs

LDSF vs AGG: Top 5 Holdings

Today

LDSF

89.4%in top 5

AGG

in top 5[…]

LDSFStockAGG

33.0%LMBSnot top 5

29.0%FSIGnot top 5

12.0%HYLSnot top 5

9.4%FTSLnot top 5

5.9%FTSMnot top 5

Cost, Income and Risk

Fees: LDSF, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

LDSF0.10%$10

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

Yields: LDSF, AGG

1Y

4.78%highest, LDSF

FundTrailing yieldYield

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date−0.7%

4.1%Yield4.2%

$161BAssets$138B

1–0AGG wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

−0.7%

+1.9%1 yearTotal return−0.4%

+5.1%3 years · per year$10,000 became $11,597 · $11,429+4.6%

+2.5%5 years · per year$10,000 became $11,322 · $9,888−0.2%

0.10%Expense ratio$10 · $3 a year on $10k · lower is better0.03%

4.78%Trailing 12-mo yield$478 · $415 a year on $10k4.15%

−2.0%Worst dropSmaller is better−4.6%

2.3%VolatilityLower is calmer4.1%

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

7–1LDSF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

LDSF vs AGG Returns, Every Period

5Y

First TrustLDSF

+2.5%

5 years, per year

AGGiShares

−0.2%

5 years, per year

LDSFAGGFaded: behind in that period

4–0LDSF wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

LDSF vs AGG

YTD

First TrustLDSF

+0.9%

AGGiShares

−0.7%

+0.9%Year to date−0.7%

−2.0%Worst drop · 1Y−4.6%

2.3%Volatility · 1Y4.1%

4.8%Yield4.2%

$160MAssets$138B

4–0LDSF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

LDSF4.78%$478

AGG4.15%$415

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$468most kept, LDSF

LDSF$478 − $10 = $468

AGG$415 − $3 = $412

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: LDSF, AGG

Today

[…]holdings […]

LDSFAGG

LDSF—[…]

AGG[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+1.9%LDSF, at 2.3% volatility

LDSFWorst drop−2.0%2.3% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

LDSFAGG

+0.9%Year to date−0.7%

4.8%Yield4.2%

+1.9%Past year−0.4%

0.10%Fee0.03%

3–1LDSF wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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LDSF and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two