AGG vs SBND

AAGG

BSBND

Measures won1–5SBND wins · of 6 · 5Y

$10,000 · 5Y$11,361SBND · BND $9,985

Lowest cost0.03%AGG · $3 on $10k

Most income5.22%CSSD · $522 on $10k

Smallest drop−2.1%SBND · worst fall in 1Y

Held in common[…]AGG and SBND

AGG

SBND

iShares Core U.S. Aggregate Bond ETF · $139BColumbia Short Duration Bond ETF · $295M

+5.0%3 years · per year$11,583 · $11,873+5.9%

−0.0%5 years · per year$9,979 · $11,361+2.6%

0.03%Expense ratio$3 · $26 on $10k · lower wins0.26%

4.12%12-mo yield$412 · $464 on $10k4.64%

−4.6%Worst dropSmaller wins−2.1%

4.1%VolatilityLower wins2.4%

1–5SBND wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAGG · SBND

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	BSBND	Columbia Short Duration Bond ETFRead Desk	0.26%	4.64%	+0.2%	+1.3%	+2.2%	+5.9%	+2.6%	−2.1%	$295M
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	AAGG	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	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M

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	BSBND	Columbia Short Duration Bond ETFRead Desk	0.26%	4.64%	+0.2%	+1.3%	+2.2%	+5.9%	+2.6%	−2.1%	$295M
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	AAGG	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	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.22%	+0.6%	+3.4%	new	new	new	[…]	$69M

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

AGG vs SBND

AGG

iShares Core U.S. Aggregate Bond

$9,979

SBND

Columbia Short Duration Bond

$11,361

MeasureAGGSBND

Fee0.03%0.26%

Cost on $10k a year$3$26

Yield4.12%4.64%

5 years, per year−0.0%+2.6%

3 years, per year+5.0%+5.9%

Worst drop · 1Y−4.6%−2.1%

Volatility · 1Y4.1%2.4%

5–1measures won
SBND first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CSSD, SBND, AGG, BND

Today

[…]holdings […]

CSSDSBNDAGGBND

CSSD—[…][…][…]

SBND[…]—[…][…]

AGG[…][…]—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$473most kept, CSSD

CSSD$522 − $49 = $473

SBND$464 − $26 = $438

AGG$412 − $3 = $409

BND$412 − $3 = $409

KeptFee

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