IBMP vs AGG

AIBMP

BAGG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,450IBMP · AGG $9,975

Lowest cost0.03%AGG · $3 on $10k

Most income4.12%AGG · $412 on $10k

Smallest drop−0.6%IBMP · worst fall in 1Y

Held in common[…]IBMP and AGG

IBMP

AGG

iShares iBonds Dec 2027 Term Muni Bond ETF · $684MiShares Core U.S. Aggregate Bond ETF · $139B

+3.8%3 years · per year$11,170 · $11,786+5.6%

+0.9%5 years · per year$10,450 · $9,975−0.0%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

2.55%12-mo yield$255 · $412 on $10k4.12%

−0.6%Worst dropSmaller wins−4.6%

1.0%VolatilityLower wins4.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIBMP · AGG

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

Held in common[…]

End-of-day Nov 5, 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	AIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk		0.10%	2.55%	+0.1%	+1.8%	+2.5%	+3.8%	+0.9%	−0.6%	$684M
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.2B

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

Both

5Y2 funds

#			Trend
1	AIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk		0.10%	2.55%	+0.1%	+1.8%	+2.5%	+3.8%	+0.9%	−0.6%	$684M
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.2B

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

Cards for this view

IBMP vs AGG

IBMP

iShares iBonds Dec 2027 Term Muni Bond

$10,450

AGG

iShares Core U.S. Aggregate Bond

$9,975

MeasureIBMPAGG

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield2.55%4.12%

5 years, per year+0.9%−0.0%

3 years, per year+3.8%+5.6%

Worst drop · 1Y−0.6%−4.6%

Volatility · 1Y1.0%4.1%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IBMP, AGG

Today

[…]holdings […]

IBMPAGG

IBMP—[…]

AGG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

IBMP$255 − $10 = $245

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee