CMF vs AGG

ACMF

BAGG

Measures won2–4AGG wins · of 6 · 5Y

$10,000 · 5Y$10,327CMF · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income4.12%AGG · $412 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]CMF and AGG

CMF

AGG

iShares California Muni Bond ETF · $5.5BiShares Core U.S. Aggregate Bond ETF · $139B

+4.3%3 years · per year$11,338 · $11,649+5.2%

+0.6%5 years · per year$10,327 · $9,970−0.1%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

3.02%12-mo yield$302 · $412 on $10k4.12%

−6.5%Worst dropSmaller wins−4.6%

3.6%VolatilityLower wins4.1%

2–4AGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCMF · AGG

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ACMF	iShares California Muni Bond ETFRead Desk		0.08%	3.02%	+0.3%	+0.4%	+1.2%	+4.3%	+0.6%	−6.5%	$5.5B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ACMF	iShares California Muni Bond ETFRead Desk		0.08%	3.02%	+0.3%	+0.4%	+1.2%	+4.3%	+0.6%	−6.5%	$5.5B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CMF vs AGG

CMF

iShares California Muni Bond

$10,327

AGG

iShares Core U.S. Aggregate Bond

$9,970

MeasureCMFAGG

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield3.02%4.12%

5 years, per year+0.6%−0.1%

3 years, per year+4.3%+5.2%

Worst drop · 1Y−6.5%−4.6%

Volatility · 1Y3.6%4.1%

4–2measures won
AGG first

Nov 6, 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 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

Overlap: CMF, AGG

Today

[…]holdings […]

CMFAGG

CMF—[…]

AGG[…]—

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

CMF$302 − $8 = $294

KeptFee

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