Compare · 3 funds side by side · dividends reinvested

PFXF, AGG and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

PFXF, AGG and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.6

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.13%−0.2%+0.3%+5.5%−0.1%−4.6%4.1%$139B2.1

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.40%−0.8%+0.8%+9.7%+1.8%−11.1%11.1%$2.2B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PFXF 2012 · AGG 2003 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,941

PFXF

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,942

$10,000 five years ago, dividends reinvested

PFXFMeasureAGG

−0.8%Year to dateJan 1 → Nov 4−0.2%

+0.8%1 yearTotal return+0.3%

+9.7%3 years · per year$10,000 became $13,212 · $11,749+5.5%

+1.8%5 years · per year$10,000 became $10,941 · $9,942−0.1%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

6.40%Trailing 12-mo yield$640 · $413 a year on $10k4.13%

−11.1%Worst dropSmaller is better−4.6%

11.1%VolatilityLower is calmer4.1%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs AGG: Top 5 Holdings

Today

PFXF

23.5%in top 5

AGG

in top 5[…]

PFXFStockAGG

7.5%STRCnot top 5

4.6%SMCIPnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

2.3%DUKUnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

PFXF vs AGG Returns, Every Period

VanEckPFXF

+1.8%

5 years, per year

AGGiShares

−0.1%

5 years, per year

PFXFAGGFaded: behind in that period

3–1PFXF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Bonds: PFXF vs AGG

YTD

VanEckPFXF

−0.8%

AGGiShares

−0.2%

−0.8%Year to date−0.2%

−11.1%Worst drop · 1Y−4.6%

11.1%Volatility · 1Y4.1%

6.4%Yield4.1%

$2.2BAssets$139B

3–1AGG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, AGG, SGOV

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SGOV0.09%$9

PFXF0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFXF, AGG, SGOV

6.40%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.40%$640

AGG4.13%$413

SGOV3.63%$363

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

AGG$413 − $3 = $410

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PFXF, AGG, SGOV

Today

[…]holdings […]

PFXFAGGSGOV

PFXF—[…][…]

AGG[…]—[…]

SGOV[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

AGGWorst drop−4.6%4.1% vol

PFXFWorst drop−11.1%11.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFSGOV

−0.8%Year to date+3.1%

6.4%Yield3.6%

+0.8%Past year+3.7%

0.40%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026