Compare · 2 funds side by side · dividends reinvested

SPYM and AGG

SPYMSPDR×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

SPYM and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

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%$139B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPYM 2005 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

SPYM

AGG

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

$10,000 five years ago, dividends reinvested

SPYMMeasureAGG

+8.8%Year to dateJan 1 → Nov 6−0.0%

+9.8%1 yearTotal return+0.7%

+21.8%3 years · per year$10,000 became $18,082 · $11,649+5.2%

+11.4%5 years · per year$10,000 became $17,192 · $9,970−0.1%

0.02%Expense ratio$2 · $3 a year on $10k · lower is better0.03%

1.05%Trailing 12-mo yield$105 · $412 a year on $10k4.12%

−8.9%Worst dropSmaller is better−4.6%

13.6%VolatilityLower is calmer4.1%

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

5–3SPYM wins

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

More Ways to See the Pairs

SPYM vs AGG: Top 5 Holdings

Today

SPYM

27.8%in top 5

AGG

in top 5[…]

SPYMStockAGG

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPYM vs AGG Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

AGGiShares

−0.1%

5 years, per year

SPYMAGGFaded: behind in that period

4–0SPYM wins

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

Core vs Bonds: SPYM vs AGG

YTD

SPDRSPYM

+8.8%

AGGiShares

−0.0%

+8.8%Year to date−0.0%

−8.9%Worst drop · 1Y−4.6%

13.6%Volatility · 1Y4.1%

1.1%Yield4.1%

$182BAssets$139B

3–1AGG wins

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

Cost, Income and Risk

Fees: SPYM, AGG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AGG0.03%$3

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

Yields: SPYM, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

SPYM1.05%$105

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SPYM, AGG

Today

[…]holdings […]

SPYMAGG

SPYM—[…]

AGG[…]—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

AGGWorst drop−4.6%4.1% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

AGGSPYM

−0.0%Year to date+8.8%

4.1%Yield1.1%

+0.7%Past year+9.8%

0.03%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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