DFCF vs AGG

ADFCF

BAGG

Measures won2–3AGG wins · of 6 · 5Y

$10,000 · 5Y$9,979AGG

Lowest cost0.03%AGG · $3 on $10k

Most income4.47%DFCF · $447 on $10k

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

Held in common[…]DFCF and AGG

DFCF

AGG

Dimensional - Core Fixed Income ETF · $11.8BiShares Core U.S. Aggregate Bond ETF · $139B

+5.4%3 years · per year$11,698 · $11,583+5.0%

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

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

4.47%12-mo yield$447 · $412 on $10k4.12%

−4.8%Worst dropSmaller wins−4.6%

4.3%VolatilityLower wins4.1%

2–3AGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFCF · 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

Both

5Y2 funds

#			Trend
1	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
2	ADFCF	Dimensional - Core Fixed Income ETFRead Desk		0.18%	4.47%	+0.1%	−0.2%	+0.3%	+5.4%	new	−4.8%	$11.8B

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

Both

5Y2 funds

#			Trend
1	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
2	ADFCF	Dimensional - Core Fixed Income ETFRead Desk		0.18%	4.47%	+0.1%	−0.2%	+0.3%	+5.4%	new	−4.8%	$11.8B

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

DFCF vs AGG

DFCF

Dimensional - Core Fixed Income

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,979

MeasureDFCFAGG

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield4.47%4.12%

5 years, per year[…]−0.0%

3 years, per year+5.4%+5.0%

Worst drop · 1Y−4.8%−4.6%

Volatility · 1Y4.3%4.1%

3–2measures won
AGG 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%

$122BAssets$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: DFCF, AGG

Today

[…]holdings […]

DFCFAGG

DFCF—[…]

AGG[…]—

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

Income After Fees on $10,000

$429most kept, DFCF

DFCF$447 − $18 = $429

AGG$412 − $3 = $409

KeptFee

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