RTRE vs AGG

ARTRE

BAGG

Measures won1–3AGG wins · of 6 · 5Y

$10,000 · 5Y$9,930AGG

Lowest cost0.03%AGG · $3 on $10k

Most income5.08%RTRE · $508 on $10k

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

Held in common[…]RTRE and AGG

RTRE

AGG

Collaborative Investment Series Trust - Rareview Total Return Bond ETF · $58MiShares Core U.S. Aggregate Bond ETF · $139B

[…]3 years · per year[…] · $11,667+5.3%

[…]5 years · per year[…] · $9,930−0.1%

1.33%Expense ratio$133 · $3 on $10k · lower wins0.03%

5.08%12-mo yield$508 · $415 on $10k4.15%

−6.2%Worst dropSmaller wins−4.6%

4.7%VolatilityLower wins4.1%

1–3AGG wins

$10,000 · 5 yearsOne scale

Shared top holdingsRTRE · AGG

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

Held in common[…]

End-of-day Nov 3, 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%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
2	ARTRE	Collaborative Investment Series Trust - Rareview Total Return Bond ETFRead Desk		1.33%	5.08%	−0.5%	−2.1%	−1.9%	new	new	−6.2%	$58M

End-of-day Nov 3, 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%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
2	ARTRE	Collaborative Investment Series Trust - Rareview Total Return Bond ETFRead Desk		1.33%	5.08%	−0.5%	−2.1%	−1.9%	new	new	−6.2%	$58M

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

Cards for this view

RTRE vs AGG

RTRE

Collaborative Investment Series Trust - Rareview Total Return Bond

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,930

MeasureRTREAGG

Fee1.33%0.03%

Cost on $10k a year$133$3

Yield5.08%4.15%

5 years, per year[…]−0.1%

3 years, per year[…]+5.3%

Worst drop · 1Y−6.2%−4.6%

Volatility · 1Y4.7%4.1%

3–1measures won
AGG first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: RTRE, AGG

Today

[…]holdings […]

RTREAGG

RTRE—[…]

AGG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$412most kept, AGG

AGG$415 − $3 = $412

RTRE$508 − $133 = $375

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee