Compare · 2 funds side by side · dividends reinvested

PMIO and AGG

PMIOPGIM×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,970AGG · best of the two

02 / 04

PMIO 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%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B1.4

PGIM Municipal Income Opportunities ETFBonds & Cash · Municipal0.25%3.83%+2.0%+2.6%[…][…]−4.9%2.9%$65M1.5

Rank among the two1st → 2ndFee, 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: PMIO 2024 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

PGIM Municipal Income Opportunities ETF · $65M[…]

PMIO

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,970

$10,000 five years ago, dividends reinvested

PMIOMeasureAGG

+2.0%Year to dateJan 1 → Nov 6−0.0%

+2.6%1 yearTotal return+0.7%

[…]3 years · per year$10,000 became […] · $11,649+5.2%

[…]5 years · per year$10,000 became […] · $9,970−0.1%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

3.83%Trailing 12-mo yield$383 · $412 a year on $10k4.12%

−4.9%Worst dropSmaller is better−4.6%

2.9%VolatilityLower is calmer4.1%

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

3–3Level

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

More Ways to See the Pairs

PMIO vs AGG: Top 5 Holdings

Today

PMIO

3.3%in top 5

AGG

in top 5[…]

PMIOStockAGG

3.3%MUBnot top 5

Held in common[…]

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

PMIO vs AGG Returns, Every Period

PGIMPMIO

+2.6%

past year

AGGiShares

+0.7%

past year

PMIOAGGFaded: behind in that period

2–0PMIO wins

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

PMIO vs AGG

YTD

PGIMPMIO

+2.0%

AGGiShares

−0.0%

+2.0%Year to date−0.0%

−4.9%Worst drop · 1Y−4.6%

2.9%Volatility · 1Y4.1%

3.8%Yield4.1%

$65.4MAssets$139B

2–2level

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

Cost, Income and Risk

Fees: PMIO, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

PMIO0.25%$25

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

Yields: PMIO, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

PMIO3.83%$383

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

PMIO$383 − $25 = $358

KeptFee

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

Overlap: PMIO, AGG

Today

[…]holdings […]

PMIOAGG

PMIO—[…]

AGG[…]—

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

Return vs Bumpiness: 2 ETFs

+2.6%PMIO, at 2.9% volatility

PMIOWorst drop−4.9%2.9% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AGGPMIO

−0.0%Year to date+2.0%

4.1%Yield3.8%

+0.7%Past year+2.6%

0.03%Fee0.25%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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