FIXD vs AGG

AFIXD

BAGG

Measures won1–5AGG wins · of 6 · 5Y

$10,000 · 5Y$9,970AGG · FIXD $9,630

Lowest cost0.03%AGG · $3 on $10k

Most income4.82%FIXD · $482 on $10k

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

Held in common[…]FIXD and AGG

FIXD

AGG

First Trust Smith Opportunistic Fixed Income ETF · $2.8BiShares Core U.S. Aggregate Bond ETF · $139B

+5.1%3 years · per year$11,606 · $11,649+5.2%

−0.8%5 years · per year$9,630 · $9,970−0.1%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

4.82%12-mo yield$482 · $412 on $10k4.12%

−5.4%Worst dropSmaller wins−4.6%

4.4%VolatilityLower wins4.1%

1–5AGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFIXD · 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%	$139.2B
2	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	0.0%	−1.2%	−0.6%	+5.1%	−0.8%	−5.4%	$2.8B

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%	$139.2B
2	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	0.0%	−1.2%	−0.6%	+5.1%	−0.8%	−5.4%	$2.8B

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

FIXD vs AGG

FIXD

First Trust Smith Opportunistic Fixed Income

$9,630

AGG

iShares Core U.S. Aggregate Bond

$9,970

MeasureFIXDAGG

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield4.82%4.12%

5 years, per year−0.8%−0.1%

3 years, per year+5.1%+5.2%

Worst drop · 1Y−5.4%−4.6%

Volatility · 1Y4.4%4.1%

5–1measures 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FIXD, AGG

Today

[…]holdings […]

FIXDAGG

FIXD—[…]

AGG[…]—

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

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

AGG$412 − $3 = $409

KeptFee

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