Compare · 2 funds side by side · dividends reinvested

TAXS and AGG

TAXSFlexShares×AGGiShares×

Versus in desk

02 / 04

IWD+0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,903AGG · best of the two

Story of the two · IncomeMost incomeAGG · 4.15% · $415 a year on $10k

Story of the two · RiskSmallest drop

TAXS and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust Short-Term Tax-Exempt Bond ETFBonds & Cash · Municipal0.05%2.39%+1.8%+2.8%[…][…]−1.9%1.5%$201M1.3

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.7%−0.2%−4.6%4.1%$138B1.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: TAXS 2025 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Northern Trust Short-Term Tax-Exempt Bond ETF · $201M[…]

TAXS

AGG

iShares Core U.S. Aggregate Bond ETF · $138B$9,903

$10,000 five years ago, dividends reinvested

TAXSMeasureAGG

+1.8%

More Ways to See the Pairs

TAXS vs AGG: Top 5 Holdings

Today

TAXS

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

TAXS vs AGG Returns, Every Period

1Y

FlexSharesTAXS

+2.8%

past year

Cost, Income and Risk

Fees: TAXS, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

TAXS0.05%$5

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: TAXS, AGG

1Y

4.15%highest, AGG

FundTrailing yieldYield

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date−0.7%

4.2%Yield4.2%

$161BAssets$138B

0–0level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

−0.7%

+2.8%1 yearTotal return−0.4%

[…]3 years · per year$10,000 became […] · $11,482+4.7%

[…]5 years · per year$10,000 became […] · $9,903−0.2%

0.05%Expense ratio$5 · $3 a year on $10k · lower is better0.03%

2.39%Trailing 12-mo yield$239 · $415 a year on $10k4.15%

−1.9%Worst dropSmaller is better−4.6%

1.5%VolatilityLower is calmer4.1%

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

4–2TAXS wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AGG

iShares

−0.4%

past year

TAXSAGGFaded: behind in that period

2–0TAXS wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

TAXS vs AGG

YTD

FlexSharesTAXS

+1.8%

AGGiShares

−0.7%

+1.8%Year to date−0.7%

−1.9%Worst drop · 1Y−4.6%

1.5%Volatility · 1Y4.1%

2.4%Yield4.2%

$201MAssets$138B

3–1TAXS wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

AGG4.15%$415

TAXS2.39%$239

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$412most kept, AGG

AGG$415 − $3 = $412

TAXS$239 − $5 = $234

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: TAXS, AGG

Today

[…]holdings […]

TAXSAGG

TAXS—[…]

AGG[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.8%TAXS, at 1.5% volatility

TAXSWorst drop−1.9%1.5% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

AGGTAXS

−0.7%Year to date+1.8%

4.2%Yield2.4%

−0.4%Past year+2.8%

0.03%Fee0.05%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

Loading…

TAXS and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two