KBWD vs AGG

AKBWD

BAGG

Measures won1–5AGG wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income15.99%KBWD · $1,599 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]KBWD and AGG

KBWD

AGG

Invesco KBW High Dividend Yield Financial ETF · $331MiShares Core U.S. Aggregate Bond ETF · $139B

+4.1%3 years · per year$11,283 · $11,649+5.2%

−1.9%5 years · per year$9,094 · $9,970−0.1%

5.39%Expense ratio$539 · $3 on $10k · lower wins0.03%

15.99%12-mo yield$1,599 · $412 on $10k4.12%

−23.4%Worst dropSmaller wins−4.6%

17.5%VolatilityLower wins4.1%

1–5AGG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWD · 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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	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
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$331M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	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
3	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$331M

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

KBWD vs AGG

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

AGG

iShares Core U.S. Aggregate Bond

$9,970

MeasureKBWDAGG

Fee5.39%0.03%

Cost on $10k a year$539$3

Yield15.99%4.12%

5 years, per year−1.9%−0.1%

3 years, per year+4.1%+5.2%

Worst drop · 1Y−23.4%−4.6%

Volatility · 1Y17.5%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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

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

Overlap: KBWD, AGG, SGOV

Today

[…]holdings […]

KBWDAGGSGOV

KBWD—[…][…]

AGG[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$1,060most kept, KBWD

KBWD$1,599 − $539 = $1,060

AGG$412 − $3 = $409

SGOV$363 − $9 = $354

KeptFee

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