Compare · 3 funds side by side · dividends reinvested

SMB, SUB and AGG

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,795SUB · best of the three

Story of the three · IncomeMost incomeAGG · 4.19% · $419 a year on $10k

Story of the three · RiskSmallest drop

SMB, SUB and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.58%+1.0%+1.7%+2.9%+1.5%−1.9%1.4%$13.3B1.8

VanEck Short Muni ETFBonds & Cash · Municipal0.07%2.83%+1.0%+2.0%+3.3%+1.3%−2.3%2.5%$399M1.9

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.19%−1.5%−1.4%+4.1%−0.5%−4.6%4.2%$137B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: SMB 2008 · SUB 2008 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Short Muni ETF · $399M$10,671

SMB

SUB

iShares Short-Term National Muni Bond ETF · $13.3B$10,795

$10,000 five years ago, dividends reinvested

SMBMeasureSUB

More Ways to See the Pairs

SMB vs SUB: Top 5 Holdings

Today

SMB

[…]in top 5

SUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

SMB vs SUB Returns, Every Period

5Y

VanEckSMB

Cost, Income and Risk

Fees: SMB, SUB, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SMB0.07%$7

SUB0.07%$7

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SMB, SUB, AGG

1Y

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−1.5%

AGGiShares

−1.5%

−1.5%Year to date−1.5%

4.2%Yield4.2%

$161BAssets$137B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+1.0%Year to dateJan 1 → Nov 13+1.0%

+2.0%1 yearTotal return+1.7%

+3.3%3 years · per year$10,000 became $11,013 · $10,905+2.9%

+1.3%5 years · per year$10,000 became $10,671 · $10,795+1.5%

0.07%Expense ratio$7 · $7 a year on $10k · lower is better0.07%

2.83%Trailing 12-mo yield$283 · $259 a year on $10k2.58%

−2.3%Worst dropSmaller is better−1.9%

2.5%VolatilityLower is calmer1.4%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

+1.3%

5 years, per year

SUBiShares

+1.5%

5 years, per year

SMBSUBFaded: behind in that period

2–1SMB wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SMB vs AGG

YTD

VanEckSMB

+1.0%

AGGiShares

−1.5%

+1.0%Year to date−1.5%

−2.3%Worst drop · 1Y−4.6%

2.5%Volatility · 1Y4.2%

2.8%Yield4.2%

$399MAssets$137B

3–1SMB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

4.19%highest, AGG

FundTrailing yieldYield$10k

AGG4.19%$419

SMB2.83%$283

SUB2.58%$259

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$416most kept, AGG

AGG$419 − $3 = $416

SMB$283 − $7 = $276

SUB$259 − $7 = $252

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SMB, SUB, AGG

Today

[…]holdings […]

SMBSUBAGG

SMB—[…][…]

SUB[…]—[…]

AGG[…][…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+2.0%SMB, at 2.5% volatility

SUBWorst drop−1.9%1.4% vol

SMBWorst drop−2.3%2.5% vol

AGGWorst drop−4.6%4.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

AGGSUB

−1.5%Year to date+1.0%

4.2%Yield2.6%

−1.4%Past year+1.7%

0.03%Fee0.07%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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SMB, SUB and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three