PBTP vs AGG

APBTP

BAGG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,539PBTP · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income4.12%AGG · $412 on $10k

Smallest drop−1.3%PBTP · worst fall in 1Y

Held in common[…]PBTP and AGG

PBTP

AGG

Invesco 0-5 Yr US TIPS ETF · $254MiShares Core U.S. Aggregate Bond ETF · $139B

+4.9%3 years · per year$11,534 · $11,649+5.2%

+2.9%5 years · per year$11,539 · $9,970−0.1%

0.07%Expense ratio$7 · $3 on $10k · lower wins0.03%

4.00%12-mo yield$400 · $412 on $10k4.12%

−1.3%Worst dropSmaller wins−4.6%

1.6%VolatilityLower wins4.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPBTP · 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	APBTP	Invesco 0-5 Yr US TIPS ETFRead Desk		0.07%	4.00%	0.0%	+2.1%	+2.4%	+4.9%	+2.9%	−1.3%	$254M
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

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	APBTP	Invesco 0-5 Yr US TIPS ETFRead Desk		0.07%	4.00%	0.0%	+2.1%	+2.4%	+4.9%	+2.9%	−1.3%	$254M
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

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

PBTP vs AGG

PBTP

Invesco 0-5 Yr US TIPS

$11,539

AGG

iShares Core U.S. Aggregate Bond

$9,970

MeasurePBTPAGG

Fee0.07%0.03%

Cost on $10k a year$7$3

Yield4.00%4.12%

5 years, per year+2.9%−0.1%

3 years, per year+4.9%+5.2%

Worst drop · 1Y−1.3%−4.6%

Volatility · 1Y1.6%4.1%

3–3measures won
level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PBTP, AGG

Today

[…]holdings […]

PBTPAGG

PBTP—[…]

AGG[…]—

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

PBTP$400 − $7 = $393

KeptFee

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