Compare · 3 funds side by side · dividends reinvested

PFLD, SGOV and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

PFLD, SGOV and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.5

AAM Low Duration Preferred and Income Securities ETFBonds & Cash · Ultra-short0.45%5.57%+2.2%+2.8%+4.3%+0.6%−2.3%3.2%$365M2.1

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%$139B2.4

Rank among the three1st → 3rdFee, 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: PFLD 2019 · SGOV 2020 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

AAM Low Duration Preferred and Income Securities ETF · $365M$10,324

PFLD

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,091

$10,000 five years ago, dividends reinvested

PFLDMeasureSGOV

+2.2%Year to dateJan 1 → Nov 9+3.2%

+2.8%1 yearTotal return+3.8%

+4.3%3 years · per year$10,000 became $11,353 · $11,417+4.5%

+0.6%5 years · per year$10,000 became $10,324 · $12,091+3.9%

0.45%Expense ratio$45 · $9 a year on $10k · lower is better0.09%

5.57%Trailing 12-mo yield$557 · $363 a year on $10k3.63%

−2.3%Worst dropSmaller is better0.0%

3.2%VolatilityLower is calmer0.2%

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

1–7SGOV wins

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

More Ways to See the Pairs

PFLD vs SGOV: Top 5 Holdings

Today

PFLD

11.7%in top 5

SGOV

in top 5[…]

PFLDStockSGOV

2.5%MS-PInot top 5

2.3%MS-PEnot top 5

2.3%GS-PDnot top 5

2.3%MS-PKnot top 5

2.2%MS-PFnot top 5

Held in common[…]

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

PFLD vs SGOV Returns, Every Period

AAMPFLD

+0.6%

5 years, per year

SGOViShares

+3.9%

5 years, per year

PFLDSGOVFaded: behind in that period

0–4SGOV wins

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

PFLD vs AGG

YTD

AAMPFLD

+2.2%

AGGiShares

+0.0%

+2.2%Year to date+0.0%

−2.3%Worst drop · 1Y−4.6%

3.2%Volatility · 1Y4.1%

5.6%Yield4.1%

$365MAssets$139B

4–0PFLD wins

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

Cost, Income and Risk

Fees: PFLD, SGOV, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SGOV0.09%$9

PFLD0.45%$45

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

Yields: PFLD, SGOV, AGG

5.57%highest, PFLD

FundTrailing yieldYield$10k

PFLD5.57%$557

AGG4.12%$412

SGOV3.63%$363

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

Income After Fees on $10,000

$512most kept, PFLD

PFLD$557 − $45 = $512

AGG$412 − $3 = $409

SGOV$363 − $9 = $354

KeptFee

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

Overlap: PFLD, SGOV, AGG

Today

[…]holdings […]

PFLDSGOVAGG

PFLD—[…][…]

SGOV[…]—[…]

AGG[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

PFLDWorst drop−2.3%3.2% vol

AGGWorst drop−4.6%4.1% vol

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

Paid More vs Made More

YTD

PFLDSGOV

+2.2%Year to date+3.2%

5.6%Yield3.6%

+2.8%Past year+3.8%

0.45%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026