AGG vs PFXF

AAGG

BPFXF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,726PFXF · BND $9,985

Lowest cost0.03%AGG · $3 on $10k

Most income6.47%PFXF · $647 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]AGG and PFXF

AGG

PFXF

iShares Core U.S. Aggregate Bond ETF · $139BVanEck Preferred Securities ex Financials ETF · $2.1B

+5.0%3 years · per year$11,583 · $12,500+7.7%

−0.0%5 years · per year$9,979 · $10,726+1.4%

0.03%Expense ratio$3 · $40 on $10k · lower wins0.40%

4.12%12-mo yield$412 · $647 on $10k6.47%

−4.6%Worst dropSmaller wins−11.8%

4.1%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAGG · PFXF

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

Held in common[…]

End-of-day Nov 9, 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	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.47%	+1.0%	−2.0%	+0.6%	+7.7%	+1.4%	−11.8%	$2.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.47%	+1.0%	−2.0%	+0.6%	+7.7%	+1.4%	−11.8%	$2.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AGG vs PFXF

AGG

iShares Core U.S. Aggregate Bond

$9,979

PFXF

VanEck Preferred Securities ex Financials

$10,726

MeasureAGGPFXF

Fee0.03%0.40%

Cost on $10k a year$3$40

Yield4.12%6.47%

5 years, per year−0.0%+1.4%

3 years, per year+5.0%+7.7%

Worst drop · 1Y−4.6%−11.8%

Volatility · 1Y4.1%11.4%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PFXF, AGG, BND

Today

[…]holdings […]

PFXFAGGBND

PFXF—[…][…]

AGG[…]—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

AGG$412 − $3 = $409

BND$412 − $3 = $409

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee