Compare · 2 funds side by side · dividends reinvested

TLT and AGG

TLTiShares×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,942AGG · best of the two

02 / 04

TLT and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.13%−0.2%+0.3%+5.5%−0.1%−4.6%4.1%$139B1.1

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.78%−2.5%−4.6%+3.6%−7.8%−12.5%9.6%$48.3B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: TLT 2002 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

iShares 20+ Year Treasury Bond ETF · $48.3B$6,647

TLT

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,942

$10,000 five years ago, dividends reinvested

TLTMeasureAGG

−2.5%Year to dateJan 1 → Nov 4−0.2%

−4.6%1 yearTotal return+0.3%

+3.6%3 years · per year$10,000 became $11,109 · $11,749+5.5%

−7.8%5 years · per year$10,000 became $6,647 · $9,942−0.1%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

4.78%Trailing 12-mo yield$478 · $413 a year on $10k4.13%

−12.5%Worst dropSmaller is better−4.6%

9.6%VolatilityLower is calmer4.1%

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

1–7AGG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TLT vs AGG: Top 5 Holdings

Today

TLT

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

TLT vs AGG Returns, Every Period

iSharesTLT

−7.8%

5 years, per year

AGGiShares

−0.1%

5 years, per year

TLTAGGFaded: behind in that period

0–4AGG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TLT vs AGG

YTD

iSharesTLT

−2.5%

AGGiShares

−0.2%

−2.5%Year to date−0.2%

−12.5%Worst drop · 1Y−4.6%

9.6%Volatility · 1Y4.1%

4.8%Yield4.1%

$48.3BAssets$139B

3–1AGG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TLT, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

TLT0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TLT, AGG

4.78%highest, TLT

FundTrailing yieldYield$10k

TLT4.78%$478

AGG4.13%$413

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$463most kept, TLT

TLT$478 − $15 = $463

AGG$413 − $3 = $410

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TLT, AGG

Today

[…]holdings […]

TLTAGG

TLT—[…]

AGG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.3%AGG, at 4.1% volatility

AGGWorst drop−4.6%4.1% vol

TLTWorst drop−12.5%9.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TLTAGG

−2.5%Year to date−0.2%

4.8%Yield4.1%

−4.6%Past year+0.3%

0.15%Fee0.03%

3–1AGG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026