BAMY vs AGG

ABAMY

BAGG

Measures won3–2BAMY wins · of 6 · 5Y

$10,000 · 5Y$10,510VCIT · IUSB $10,151

Lowest cost0.03%AGG · $3 on $10k

Most income7.06%BAMY · $706 on $10k

Smallest drop−3.1%BAMY · worst fall in 1Y

Held in common[…]BAMY and AGG

BAMY

AGG

Brookstone Yield ETF · $41MiShares Core U.S. Aggregate Bond ETF · $139B

+9.5%3 years · per year$13,147 · $11,583+5.0%

[…]5 years · per year[…] · $9,979−0.0%

0.95%Expense ratio$95 · $3 on $10k · lower wins0.03%

7.06%12-mo yield$706 · $412 on $10k4.12%

−3.1%Worst dropSmaller wins−4.6%

4.3%VolatilityLower wins4.1%

3–2BAMY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsBAMY · AGG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
2	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B
3	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B
4	ABAMY	Brookstone Yield ETFRead Desk	0.95%	7.06%	+0.3%	+0.5%	+2.6%	+9.5%	new	−3.1%	$41M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
2	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B
3	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B
4	ABAMY	Brookstone Yield ETFRead Desk	0.95%	7.06%	+0.3%	+0.5%	+2.6%	+9.5%	new	−3.1%	$41M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAMY vs AGG

BAMY

Brookstone Yield

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,979

MeasureBAMYAGG

Fee0.95%0.03%

Cost on $10k a year$95$3

Yield7.06%4.12%

5 years, per year[…]−0.0%

3 years, per year+9.5%+5.0%

Worst drop · 1Y−3.1%−4.6%

Volatility · 1Y4.3%4.1%

3–2measures won
BAMY first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: BAMY, AGG, IUSB, VCIT

Today

[…]holdings […]

BAMYAGGIUSBVCIT

BAMY—[…][…][…]

AGG[…]—[…][…]

IUSB[…][…]—[…]

VCIT[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$611most kept, BAMY

BAMY$706 − $95 = $611

VCIT$502 − $3 = $499

IUSB$433 − $6 = $427

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee