Compare · 4 funds side by side · dividends reinvested

PFXF, MUB, AGG and SGOV

PFXFVanEck×MUBiShares×AGGiShares×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$12,091SGOV · best of the four

02 / 04

PFXF, MUB, 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$116B1.8

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%$139B2.6

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−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 9, 2026 · returns include dividends · since: PFXF 2012 · MUB 2007 · AGG 2003 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,726

PFXF

MUB

iShares National Muni Bond ETF · $55.1B$10,432

$10,000 five years ago, dividends reinvested

PFXFMeasureMUB

−2.0%Year to dateJan 1 → Nov 9+0.7%

+0.6%1 yearTotal return+1.1%

+7.7%3 years · per year$10,000 became $12,500 · $11,293+4.1%

+1.4%5 years · per year$10,000 became $10,726 · $10,432+0.8%

0.40%Expense ratio$40 · $5 a year on $10k · lower is better0.05%

6.47%Trailing 12-mo yield$647 · $326 a year on $10k3.26%

−11.8%Worst dropSmaller is better−6.3%

11.4%VolatilityLower is calmer3.7%

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

3–5MUB wins

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

More Ways to See the Pairs

PFXF vs MUB: Top 5 Holdings

Today

PFXF

23.5%in top 5

MUB

in top 5[…]

PFXFStockMUB

7.6%STRCnot top 5

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.3%SMCIPnot top 5

2.3%DUKUnot top 5

Held in common[…]

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

PFXF vs MUB Returns, Every Period

VanEckPFXF

+1.4%

5 years, per year

MUBiShares

+0.8%

5 years, per year

PFXFMUBFaded: behind in that period

2–2Level

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

Sector vs Bonds: PFXF vs AGG

YTD

VanEckPFXF

−2.0%

AGGiShares

+0.0%

−2.0%Year to date+0.0%

−11.8%Worst drop · 1Y−4.6%

11.4%Volatility · 1Y4.1%

6.5%Yield4.1%

$2.1BAssets$139B

3–1AGG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, MUB, AGG, SGOV

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

MUB0.05%$5

SGOV0.09%$9

PFXF0.40%$40

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

Yields: PFXF, MUB, AGG, SGOV

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

AGG4.12%$412

SGOV3.63%$363

MUB3.26%$326

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

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

AGG$412 − $3 = $409

SGOV$363 − $9 = $354

MUB$326 − $5 = $321

KeptFee

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

Overlap: PFXF, MUB, AGG, SGOV

Today

[…]holdings […]

PFXFMUBAGGSGOV

PFXF—[…][…][…]

MUB[…]—[…][…]

AGG[…][…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

MUBWorst drop−6.3%3.7% 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

PFXFSGOV

−2.0%Year to date+3.2%

6.5%Yield3.6%

+0.6%Past year+3.8%

0.40%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026