Compare · 3 funds side by side · dividends reinvested

PFXF, FBND and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,632PFXF · best of the three

02 / 04

PFXF, FBND and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

Fidelity Total Bond ETFBonds & Cash · Core aggregate0.36%4.78%+0.0%+0.3%+6.1%+0.5%−4.7%4.1%$27.9B2.0

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−11.8%11.4%$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 5, 2026 · returns include dividends · since: PFXF 2012 · FBND 2014 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,632

PFXF

FBND

Fidelity Total Bond ETF · $27.9B$10,273

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PFXFMeasureFBND

−3.3%Year to dateJan 1 → Nov 5+0.0%

−0.6%1 yearTotal return+0.3%

+8.5%3 years · per year$10,000 became $12,770 · $11,946+6.1%

+1.2%5 years · per year$10,000 became $10,632 · $10,273+0.5%

0.40%Expense ratio$40 · $36 a year on $10k · lower is better0.36%

6.56%Trailing 12-mo yield$656 · $478 a year on $10k4.78%

−11.8%Worst dropSmaller is better−4.7%

11.4%VolatilityLower is calmer4.1%

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

3–5FBND wins

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

More Ways to See the Pairs

PFXF vs FBND: Top 5 Holdings

Today

PFXF

23.3%in top 5

FBND

in top 50.0%

PFXFStockFBND

7.5%STRCnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

4.3%SMCIPnot top 5

2.3%DUKUnot top 5

not top 5NFEGP0.0%

not top 5METAM0.0%

Held in common0.0%

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

PFXF vs FBND Returns, Every Period

VanEckPFXF

+1.2%

5 years, per year

FBNDFidelity

+0.5%

5 years, per year

PFXFFBNDFaded: behind in that period

2–2Level

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

Sector vs Bonds: PFXF vs FBND

YTD

VanEckPFXF

−3.3%

FBNDFidelity

+0.0%

−3.3%Year to date+0.0%

−11.8%Worst drop · 1Y−4.7%

11.4%Volatility · 1Y4.1%

6.6%Yield4.8%

$2.2BAssets$27.9B

3–1FBND wins

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

Cost, Income and Risk

Fees: PFXF, FBND, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

FBND0.36%$36

PFXF0.40%$40

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

Yields: PFXF, FBND, AGG

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

FBND4.78%$478

AGG4.12%$412

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

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

FBND$478 − $36 = $442

AGG$412 − $3 = $409

KeptFee

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

Overlap: PFXF, FBND, AGG

Today

0.0%most shared, PFXF and FBND

PFXFFBNDAGG

PFXF—0.0%[…]

FBND0.0%—[…]

AGG[…][…]—

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

Return vs Bumpiness: 3 ETFs

+0.5%AGG, at 4.1% volatility

AGGWorst drop−4.6%4.1% vol

FBNDWorst drop−4.7%4.1% vol

PFXFWorst drop−11.8%11.4% vol

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

Paid More vs Made More

YTD

PFXFAGG

−3.3%Year to date+0.1%

6.6%Yield4.1%

−0.6%Past year+0.5%

0.40%Fee0.03%

3–1AGG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026