Compare · 2 funds side by side · dividends reinvested

XLF and AGG

XLFSPDR×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,474XLF · best of the two

02 / 04

XLF and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B1.5

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%$139B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: XLF 1998 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $54.5B$15,474

XLF

AGG

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

$10,000 five years ago, dividends reinvested

XLFMeasureAGG

+5.7%Year to dateJan 1 → Nov 6−0.0%

+10.4%1 yearTotal return+0.7%

+22.5%3 years · per year$10,000 became $18,391 · $11,649+5.2%

+9.1%5 years · per year$10,000 became $15,474 · $9,970−0.1%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.44%Trailing 12-mo yield$144 · $412 a year on $10k4.12%

−14.8%Worst dropSmaller is better−4.6%

15.3%VolatilityLower is calmer4.1%

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

4–4Level

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

More Ways to See the Pairs

XLF vs AGG: Top 5 Holdings

Today

XLF

43.7%in top 5

AGG

in top 5[…]

XLFStockAGG

13.2%BRK-Bnot top 5

11.1%JPMnot top 5

8.9%Vnot top 5

6.5%MAnot top 5

4.0%BACnot top 5

Held in common[…]

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

XLF vs AGG Returns, Every Period

SPDRXLF

+9.1%

5 years, per year

AGGiShares

−0.1%

5 years, per year

XLFAGGFaded: behind in that period

4–0XLF wins

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

Sector vs Bonds: XLF vs AGG

YTD

SPDRXLF

+5.7%

AGGiShares

−0.0%

+5.7%Year to date−0.0%

−14.8%Worst drop · 1Y−4.6%

15.3%Volatility · 1Y4.1%

1.4%Yield4.1%

$54.5BAssets$139B

3–1AGG wins

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

Cost, Income and Risk

Fees: XLF, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

XLF0.08%$8

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

Yields: XLF, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

XLF1.44%$144

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

XLF$144 − $8 = $136

KeptFee

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

Overlap: XLF, AGG

Today

[…]holdings […]

XLFAGG

XLF—[…]

AGG[…]—

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

Return vs Bumpiness: 2 ETFs

+10.4%XLF, at 15.3% volatility

AGGWorst drop−4.6%4.1% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

AGGXLF

−0.0%Year to date+5.7%

4.1%Yield1.4%

+0.7%Past year+10.4%

0.03%Fee0.08%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026