Compare · 2 funds side by side · dividends reinvested

SMB and AGG

SMBVanEck×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,690SMB · best of the two

02 / 04

SMB and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Short Muni ETFBonds & Cash · Municipal0.07%2.83%+1.1%+2.2%+3.8%+1.3%−2.3%2.5%$396M1.4

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%$139B1.6

Rank among the two1st → 2ndFee, 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: SMB 2008 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Short Muni ETF · $396M$10,690

SMB

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,975

$10,000 five years ago, dividends reinvested

SMBMeasureAGG

+1.1%Year to dateJan 1 → Nov 5+0.1%

+2.2%1 yearTotal return+0.5%

+3.8%3 years · per year$10,000 became $11,170 · $11,786+5.6%

+1.3%5 years · per year$10,000 became $10,690 · $9,975−0.0%

0.07%Expense ratio$7 · $3 a year on $10k · lower is better0.03%

2.83%Trailing 12-mo yield$283 · $412 a year on $10k4.12%

−2.3%Worst dropSmaller is better−4.6%

2.5%VolatilityLower is calmer4.1%

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

5–3SMB wins

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

More Ways to See the Pairs

SMB vs AGG: Top 5 Holdings

Today

SMB

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SMB vs AGG Returns, Every Period

VanEckSMB

+1.3%

5 years, per year

AGGiShares

−0.0%

5 years, per year

SMBAGGFaded: behind in that period

3–1SMB wins

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

SMB vs AGG

YTD

VanEckSMB

+1.1%

AGGiShares

+0.1%

+1.1%Year to date+0.1%

−2.3%Worst drop · 1Y−4.6%

2.5%Volatility · 1Y4.1%

2.8%Yield4.1%

$396MAssets$139B

3–1SMB wins

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

Cost, Income and Risk

Fees: SMB, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SMB0.07%$7

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

Yields: SMB, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

SMB2.83%$283

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

SMB$283 − $7 = $276

KeptFee

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

Overlap: SMB, AGG

Today

[…]holdings […]

SMBAGG

SMB—[…]

AGG[…]—

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

Return vs Bumpiness: 2 ETFs

+2.2%SMB, at 2.5% volatility

SMBWorst drop−2.3%2.5% vol

AGGWorst drop−4.6%4.1% vol

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

Paid More vs Made More

YTD

AGGSMB

+0.1%Year to date+1.1%

4.1%Yield2.8%

+0.5%Past year+2.2%

0.03%Fee0.07%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026