Compare · 3 funds side by side · dividends reinvested

PFXF, IUSB and AGG

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

02 / 04

PFXF, IUSB and AGG, 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%$50.4B1.5

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+1.3%−11.8%11.4%$2.1B2.3

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%$139B2.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.4B$10,138

IUSB

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,643

$10,000 five years ago, dividends reinvested

IUSBMeasurePFXF

+0.1%Year to dateJan 1 → Nov 6−2.9%

+0.8%1 yearTotal return−0.7%

+5.6%3 years · per year$10,000 became $11,774 · $12,617+8.1%

+0.3%5 years · per year$10,000 became $10,138 · $10,643+1.3%

0.06%Expense ratio$6 · $40 a year on $10k · lower is better0.40%

4.34%Trailing 12-mo yield$434 · $654 a year on $10k6.54%

−4.3%Worst dropSmaller is better−11.8%

3.9%VolatilityLower is calmer11.4%

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

5–3IUSB wins

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

More Ways to See the Pairs

IUSB vs PFXF: Top 5 Holdings

Today

IUSB

[…]in top 5

PFXF

in top 523.4%

IUSBStockPFXF

not top 5STRC7.6%

not top 5GOOGN4.7%

not top 5GOOGM4.7%

not top 5SMCIP4.1%

not top 5DUKU2.3%

Held in common[…]

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

IUSB vs PFXF Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

PFXFVanEck

+1.3%

5 years, per year

IUSBPFXFFaded: behind in that period

2–2Level

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

Bonds vs Sector: IUSB vs PFXF

YTD

iSharesIUSB

+0.1%

PFXFVanEck

−2.9%

+0.1%Year to date−2.9%

−4.3%Worst drop · 1Y−11.8%

3.9%Volatility · 1Y11.4%

4.3%Yield6.5%

$50.4BAssets$2.1B

3–1IUSB wins

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

Cost, Income and Risk

Fees: PFXF, IUSB, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

IUSB0.06%$6

PFXF0.40%$40

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

Yields: PFXF, IUSB, AGG

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

IUSB4.34%$434

AGG4.12%$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

KeptFee

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

Overlap: PFXF, IUSB, AGG

Today

[…]holdings […]

PFXFIUSBAGG

PFXF—[…][…]

IUSB[…]—[…]

AGG[…][…]—

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

Return vs Bumpiness: 3 ETFs

+0.8%IUSB, at 3.9% 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 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 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 6, 2026

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