MBBA vs AGG

AMBBA

BAGG

Measures won0–2AGG wins · of 6 · 5Y

$10,000 · 5Y$9,942AGG

Lowest cost0.03%AGG · $3 on $10k

Most income4.13%AGG · $413 on $10k

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

Held in common[…]MBBA and AGG

MBBA

AGG

iShares Mortgage-Backed Securities Active ETF · $769MiShares Core U.S. Aggregate Bond ETF · $139B

[…]3 years · per year[…] · $11,749+5.5%

[…]5 years · per year[…] · $9,942−0.1%

0.26%Expense ratio$26 · $3 on $10k · lower wins0.03%

3.60%12-mo yield$360 · $413 on $10k4.13%

[…]Worst dropSmaller wins−4.6%

[…]VolatilityLower wins4.1%

0–2AGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBBA · AGG

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

Held in common[…]

End-of-day Nov 4, 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%	4.13%	+0.5%	−0.2%	+0.3%	+5.5%	−0.1%	−4.6%	$139.1B
2	AMBBA	iShares Mortgage-Backed Securities Active ETFRead Desk		0.26%	3.60%	+0.3%	new	new	new	new	[…]	$769M

End-of-day Nov 4, 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%	4.13%	+0.5%	−0.2%	+0.3%	+5.5%	−0.1%	−4.6%	$139.1B
2	AMBBA	iShares Mortgage-Backed Securities Active ETFRead Desk		0.26%	3.60%	+0.3%	new	new	new	new	[…]	$769M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MBBA vs AGG

MBBA

iShares Mortgage-Backed Securities Active

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,942

MeasureMBBAAGG

Fee0.26%0.03%

Cost on $10k a year$26$3

Yield3.60%4.13%

5 years, per year[…]−0.1%

3 years, per year[…]+5.5%

Worst drop · 1Y[…]−4.6%

Volatility · 1Y[…]4.1%

2–0measures won
AGG first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: MBBA, AGG

Today

[…]holdings […]

MBBAAGG

MBBA—[…]

AGG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$410most kept, AGG

AGG$413 − $3 = $410

MBBA$360 − $26 = $334

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee