LMBS vs AGG5YLMBSLMBSAvsBAGGAGGFirst Trust Low Duration Opportunities ETF · $6.6BiShares Core U.S. Aggregate Bond ETF · $137BReturns · dividends in+5.5%3 years · per year$11,732 · $11,293+4.1%+3.0%5 years · per year$11,620 · $9,755−0.5%Cost and income0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%4.18%12-mo yield$418 · $419 on $10k4.19%Risk · 1 yearEnd-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ALMBSFirst Trust Low Duration Opportunities ETFReadDesk0.66%4.18%0.0%+1.0%+1.6%+5.5%+3.0%−2.0%$6.6B2BAGGiShares Core U.S. Aggregate Bond ETFReadDesk0.03%4.19%−0.1%−1.5%−1.4%+4.1%−0.5%−4.6%$137.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ALMBSFirst Trust Low Duration Opportunities ETFReadDesk0.66%4.18%0.0%+1.0%+1.6%+5.5%+3.0%−2.0%$6.6B2BAGGiShares Core U.S. Aggregate Bond ETFReadDesk0.03%4.19%−0.1%−1.5%−1.4%+4.1%−0.5%−4.6%$137.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: LMBS, AGGToday[…]holdings […]LMBSAGGLMBS—[…]AGG[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
LMBS vs AGG5YALMBSFirst Trust Low Duration Opportunities$11,620vsAGGBiShares Core U.S. Aggregate Bond$9,755$10kNov 2021Nov 2026
BND vs AGGYTDVanguardBNDVA−1.5%vsBiSAGGiShares−1.5%Jan 1Nov 13−1.5%−1.5%−1.5%Year to date−1.5%4.2%Yield4.2%$161BAssets$137B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: LMBS, AGGToday[…]holdings […]LMBSAGGLMBS—[…]AGG[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$416most kept, AGGAGG$419 − $3 = $416LMBS$418 − $66 = $352KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee