DFSB vs AGG

ADFSB

BAGG

Measures won3–2DFSB wins · of 6 · 5Y

$10,000 · 5Y$9,970AGG

Lowest cost0.03%AGG · $3 on $10k

Most income5.41%DFSB · $541 on $10k

Smallest drop−3.9%DFSB · worst fall in 1Y

Held in common[…]DFSB and AGG

DFSB

AGG

Dimensional - Global Sustainability Fixed Income ETF · $772MiShares Core U.S. Aggregate Bond ETF · $139B

+5.6%3 years · per year$11,782 · $11,649+5.2%

[…]5 years · per year[…] · $9,970−0.1%

0.24%Expense ratio$24 · $3 on $10k · lower wins0.03%

5.41%12-mo yield$541 · $412 on $10k4.12%

−3.9%Worst dropSmaller wins−4.6%

4.3%VolatilityLower wins4.1%

3–2DFSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSB · 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	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
2	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk		0.24%	5.41%	0.0%	+1.0%	+1.0%	+5.6%	new	−3.9%	$772M

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	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
2	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk		0.24%	5.41%	0.0%	+1.0%	+1.0%	+5.6%	new	−3.9%	$772M

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

DFSB vs AGG

DFSB

Dimensional - Global Sustainability Fixed Income

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,970

MeasureDFSBAGG

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield5.41%4.12%

5 years, per year[…]−0.1%

3 years, per year+5.6%+5.2%

Worst drop · 1Y−3.9%−4.6%

Volatility · 1Y4.3%4.1%

3–2measures won
DFSB 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: DFSB, AGG

Today

[…]holdings […]

DFSBAGG

DFSB—[…]

AGG[…]—

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

Income After Fees on $10,000

$517most kept, DFSB

DFSB$541 − $24 = $517

AGG$412 − $3 = $409

KeptFee

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