Compare · 2 funds side by side · dividends reinvested

PFLD and AGG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,319PFLD · best of the two

02 / 04

PFLD and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AAM Low Duration Preferred and Income Securities ETFBonds & Cash · Ultra-short0.45%5.59%+2.0%+2.6%+5.1%+0.6%−2.3%3.2%$366M1.3

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%$139B1.8

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: PFLD 2019 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

AAM Low Duration Preferred and Income Securities ETF · $366M$10,319

PFLD

AGG

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

$10,000 five years ago, dividends reinvested

PFLDMeasureAGG

+2.0%Year to dateJan 1 → Nov 5+0.1%

+2.6%1 yearTotal return+0.5%

+5.1%3 years · per year$10,000 became $11,613 · $11,786+5.6%

+0.6%5 years · per year$10,000 became $10,319 · $9,975−0.0%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

5.59%Trailing 12-mo yield$559 · $412 a year on $10k4.12%

−2.3%Worst dropSmaller is better−4.6%

3.2%VolatilityLower is calmer4.1%

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

6–2PFLD wins

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

More Ways to See the Pairs

PFLD vs AGG: Top 5 Holdings

Today

PFLD

11.7%in top 5

AGG

in top 5[…]

PFLDStockAGG

2.5%MS-PInot top 5

2.3%GS-PDnot top 5

2.3%MS-PEnot top 5

2.3%MS-PKnot top 5

2.2%MS-PFnot top 5

Held in common[…]

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

PFLD vs AGG Returns, Every Period

AAMPFLD

+0.6%

5 years, per year

AGGiShares

−0.0%

5 years, per year

PFLDAGGFaded: behind in that period

3–1PFLD wins

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

PFLD vs AGG

YTD

AAMPFLD

+2.0%

AGGiShares

+0.1%

+2.0%Year to date+0.1%

−2.3%Worst drop · 1Y−4.6%

3.2%Volatility · 1Y4.1%

5.6%Yield4.1%

$366MAssets$139B

4–0PFLD wins

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

Cost, Income and Risk

Fees: PFLD, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

PFLD0.45%$45

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

Yields: PFLD, AGG

5.59%highest, PFLD

FundTrailing yieldYield$10k

PFLD5.59%$559

AGG4.12%$412

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

Income After Fees on $10,000

$514most kept, PFLD

PFLD$559 − $45 = $514

AGG$412 − $3 = $409

KeptFee

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

Overlap: PFLD, AGG

Today

[…]holdings […]

PFLDAGG

PFLD—[…]

AGG[…]—

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

Return vs Bumpiness: 2 ETFs

+2.6%PFLD, at 3.2% volatility

PFLDWorst drop−2.3%3.2% vol

AGGWorst drop−4.6%4.1% vol

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

Paid More vs Made More

YTD

PFLDAGG

+2.0%Year to date+0.1%

5.6%Yield4.1%

+2.6%Past year+0.5%

0.45%Fee0.03%

3–1PFLD wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026