Compare · 4 funds side by side · dividends reinvested

PFXF, AGG, IUSB and BND

PFXFVanEck×AGGiShares×IUSBiShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$10,643PFXF · best of the four

02 / 04

PFXF, AGG, IUSB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.6

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B2.6

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+1.3%−11.8%11.4%$2.1B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PFXF 2012 · AGG 2003 · IUSB 2014 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. Aggregate Bond ETF · $139B$9,970

AGG

BND

Vanguard Total Bond Market ETF · $161B$9,974

$10,000 five years ago, dividends reinvested

AGGMeasureBND

−0.0%Year to dateJan 1 → Nov 6−0.0%

+0.7%1 yearTotal return+0.6%

+5.2%3 years · per year$10,000 became $11,649 · $11,637+5.2%

−0.1%5 years · per year$10,000 became $9,970 · $9,974−0.1%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

4.12%Trailing 12-mo yield$412 · $412 a year on $10k4.12%

−4.6%Worst dropSmaller is better−4.5%

4.1%VolatilityLower is calmer4.0%

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

1–2BND wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AGG vs BND: Top 5 Holdings

Today

AGG

[…]in top 5

BND

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

AGG vs BND Returns, Every Period

iSharesAGG

−0.1%

5 years, per year

BNDVanguard

−0.1%

5 years, per year

AGGBNDFaded: behind in that period

1–0AGG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Sector: AGG vs PFXF

YTD

iSharesAGG

−0.0%

PFXFVanEck

−2.9%

−0.0%Year to date−2.9%

−4.6%Worst drop · 1Y−11.8%

4.1%Volatility · 1Y11.4%

4.1%Yield6.5%

$139BAssets$2.1B

3–1AGG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, AGG, IUSB, BND

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

BND0.03%$3

IUSB0.06%$6

PFXF0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFXF, AGG, IUSB, BND

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

IUSB4.34%$434

AGG4.12%$412

BND4.12%$412

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

IUSB$434 − $6 = $428

AGG$412 − $3 = $409

BND$412 − $3 = $409

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PFXF, AGG, IUSB, BND

Today

[…]holdings […]

PFXFAGGIUSBBND

PFXF—[…][…][…]

AGG[…]—[…][…]

IUSB[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+0.8%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

BNDWorst drop−4.5%4.0% vol

AGGWorst drop−4.6%4.1% vol

PFXFWorst drop−11.8%11.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFIUSB

−2.9%Year to date+0.1%

6.5%Yield4.3%

−0.7%Past year+0.8%

0.40%Fee0.06%

3–1IUSB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026