Compare · 3 funds side by side · dividends reinvested

PFXF, AGG and IUSB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,732PFXF · best of the three

02 / 04

PFXF, AGG and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.4B1.6

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−1.9%+0.7%+7.7%+1.4%−11.8%11.4%$2.1B2.0

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: PFXF 2012 · AGG 2003 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. Aggregate Bond ETF · $139B$9,981

AGG

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,151

$10,000 five years ago, dividends reinvested

AGGMeasureIUSB

+0.0%Year to dateJan 1 → Nov 9+0.1%

+0.3%1 yearTotal return+0.5%

+5.0%3 years · per year$10,000 became $11,586 · $11,705+5.4%

−0.0%5 years · per year$10,000 became $9,981 · $10,151+0.3%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

4.12%Trailing 12-mo yield$412 · $433 a year on $10k4.33%

−4.6%Worst dropSmaller is better−4.3%

4.1%VolatilityLower is calmer3.9%

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

1–7IUSB wins

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

More Ways to See the Pairs

AGG vs IUSB: Top 5 Holdings

Today

AGG

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

AGG vs IUSB Returns, Every Period

iSharesAGG

−0.0%

5 years, per year

IUSBiShares

+0.3%

5 years, per year

AGGIUSBFaded: behind in that period

0–4IUSB wins

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

Bonds vs Sector: AGG vs PFXF

YTD

iSharesAGG

+0.0%

PFXFVanEck

−1.9%

+0.0%Year to date−1.9%

−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 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, AGG, IUSB

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

IUSB0.06%$6

PFXF0.40%$40

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

Yields: PFXF, AGG, IUSB

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

IUSB4.33%$433

AGG4.12%$412

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

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

IUSB$433 − $6 = $427

AGG$412 − $3 = $409

KeptFee

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

Overlap: PFXF, AGG, IUSB

Today

[…]holdings […]

PFXFAGGIUSB

PFXF—[…][…]

AGG[…]—[…]

IUSB[…][…]—

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

Return vs Bumpiness: 3 ETFs

+0.7%PFXF, at 11.4% volatility

IUSBWorst drop−4.3%3.9% vol

AGGWorst drop−4.6%4.1% vol

PFXFWorst drop−11.8%11.4% vol

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

Paid More vs Made More

YTD

PFXFIUSB

−1.9%Year to date+0.1%

6.5%Yield4.3%

+0.7%Past year+0.5%

0.40%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.0%

+0.1%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026