Compare · 2 funds side by side · dividends reinvested

SPY and AGG

SPYSPDR×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

SPY and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.5

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%$139B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SPY 1993 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$17,099

SPY

AGG

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

$10,000 five years ago, dividends reinvested

SPYMeasureAGG

+8.3%Year to dateJan 1 → Nov 5+0.1%

+9.7%1 yearTotal return+0.5%

+22.0%3 years · per year$10,000 became $18,174 · $11,786+5.6%

+11.3%5 years · per year$10,000 became $17,099 · $9,975−0.0%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

1.03%Trailing 12-mo yield$103 · $412 a year on $10k4.12%

−8.9%Worst dropSmaller is better−4.6%

13.6%VolatilityLower is calmer4.1%

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

4–4Level

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

More Ways to See the Pairs

SPY vs AGG: Top 5 Holdings

Today

SPY

27.7%in top 5

AGG

in top 5[…]

SPYStockAGG

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPY vs AGG Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

AGGiShares

−0.0%

5 years, per year

SPYAGGFaded: behind in that period

4–0SPY wins

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

Core vs Bonds: SPY vs AGG

YTD

SPDRSPY

+8.3%

AGGiShares

+0.1%

+8.3%Year to date+0.1%

−8.9%Worst drop · 1Y−4.6%

13.6%Volatility · 1Y4.1%

1.0%Yield4.1%

$805BAssets$139B

3–1AGG wins

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

Cost, Income and Risk

Fees: SPY, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SPY0.09%$9

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

Yields: SPY, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

SPY1.03%$103

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

SPY$103 − $9 = $94

KeptFee

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

Overlap: SPY, AGG

Today

[…]holdings […]

SPYAGG

SPY—[…]

AGG[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

AGGWorst drop−4.6%4.1% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

AGGSPY

+0.1%Year to date+8.3%

4.1%Yield1.0%

+0.5%Past year+9.7%

0.03%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026